IAMOX Mutual Fund

IAMOX Mutual Fund

NAV$2.26
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Returns Overview

1 Month
+0.45%
3 Months
-0.66%
6 Months
+5.46%
YTD
+6.23%
1 Year
+1.56%
3 Years (annualized)
+18.54%
5 Years (annualized)
+20.21%
10 Years (annualized)
+25.38%

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
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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
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+6.23%
Peer Avg (YTD)
+9.89%
vs Peers
-3.66%

IAMOX Mutual Fund Performance

IAMOX performance across multiple time periods: 1-month 0.45%, YTD 6.23%, 1-year 1.56%, 3-year 18.54%, 5-year 20.21%, 10-year 25.38%.

IAMOX returns trail the peer average of 9.89% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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