IIMAX Mutual Fund

IIMAX Mutual Fund

NAV$22.31
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Returns Overview

1 Month
+0.50%
3 Months
+0.35%
6 Months
+3.07%
YTD
+1.87%
1 Year
+4.12%
3 Years (annualized)
+7.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IIMAX 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
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📉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

This Mutual Fund (YTD)
+1.87%
Peer Avg (YTD)
+2.15%
vs Peers
-0.28%

IIMAX Mutual Fund Performance

IIMAX performance across multiple time periods: 1-month 0.50%, YTD 1.87%, 1-year 4.12%, 3-year 7.09%.

IIMAX returns trail the peer average of 2.15% YTD. With an expense ratio of 2.16%, investors should weigh costs against performance when evaluating this mutual fund.

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