IIMFX Mutual Fund

IIMFX Mutual Fund

NAV$21.87
See how much of IIMFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.08%
3 Months
+2.52%
6 Months
+2.83%
YTD
+2.93%
1 Year
+5.50%
3 Years (annualized)
+4.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IIMFX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This Mutual Fund (YTD)
+2.93%
Peer Avg (YTD)
+1.93%
vs Peers
+1.00%

IIMFX Mutual Fund Performance

IIMFX performance across multiple time periods: 1-month -1.08%, YTD 2.93%, 1-year 5.50%, 3-year 4.79%.

IIMFX returns outperform the peer average of 1.93% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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