IAMOX Mutual Fund

NAV$2.29

Returns Overview

1 Month
+4.44%
3 Months
+20.95%
6 Months
+11.68%
YTD
+10.07%
1 Year
+9.31%
3 Years (annualized)
+12.30%
5 Years (annualized)
+20.72%
10 Years (annualized)
+23.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IAMOX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+10.07%
Peer Avg (YTD)
+10.82%
vs Peers
-0.74%

IAMOX Mutual Fund Performance

IAMOX performance across multiple time periods: 1-month 4.44%, YTD 10.07%, 1-year 9.31%, 3-year 12.30%, 5-year 20.72%, 10-year 23.73%.

IAMOX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

IAMOX performance comparison shows side-by-side returns with another fund. IAMOX alternatives are available in the Mutual Fund Screener.