IIMOX Mutual Fund

NAV$5.43

Returns Overview

1 Month
+4.36%
3 Months
+21.01%
6 Months
+11.67%
YTD
+10.09%
1 Year
+9.87%
3 Years (annualized)
+12.78%
5 Years (annualized)
+19.38%
10 Years (annualized)
+23.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IIMOX 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)
+10.09%
Peer Avg (YTD)
+10.82%
vs Peers
-0.73%

IIMOX Mutual Fund Performance

IIMOX performance across multiple time periods: 1-month 4.36%, YTD 10.09%, 1-year 9.87%, 3-year 12.78%, 5-year 19.38%, 10-year 23.00%.

IIMOX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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