IMSIX Mutual Fund

IMSIX Mutual Fund

NAV$1.86
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Returns Overview

1 Month
-3.62%
3 Months
-4.11%
6 Months
-0.12%
YTD
-1.66%
1 Year
-1.65%
3 Years (annualized)
+6.23%
5 Years (annualized)
-0.05%
10 Years (annualized)
+1.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IMSIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-1.66%
Peer Avg (YTD)
+4.96%
vs Peers
-6.62%

IMSIX Mutual Fund Performance

IMSIX performance across multiple time periods: 1-month -3.62%, YTD -1.66%, 1-year -1.65%, 3-year 6.23%, 5-year -0.05%, 10-year 1.70%.

IMSIX returns trail the peer average of 4.96% YTD. With an expense ratio of 2.02%, investors should weigh costs against performance when evaluating this mutual fund.

IMSIX vs another fund shows side-by-side returns. IMSIX alternatives are available in the Mutual Fund Screener.