IIMDX Mutual Fund

IIMDX Mutual Fund

NAV$12.94
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Returns Overview

3 Months
+4.28%
6 Months
+6.38%
YTD
+10.39%
1 Year
+15.61%
3 Years (annualized)
+1.99%
5 Years (annualized)
+7.33%
10 Years (annualized)
+6.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IIMDX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+10.39%
Peer Avg (YTD)
+5.91%
vs Peers
+4.48%

IIMDX Mutual Fund Performance

IIMDX performance across multiple time periods: YTD 10.39%, 1-year 15.61%, 3-year 1.99%, 5-year 7.33%, 10-year 6.88%.

IIMDX returns outperform the peer average of 5.91% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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