IIMOX Mutual Fund

IIMOX Mutual Fund

NAV$5.24
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Returns Overview

1 Month
-5.03%
3 Months
+5.86%
6 Months
+6.24%
YTD
+6.05%
1 Year
+1.89%
3 Years (annualized)
+9.73%
5 Years (annualized)
+3.27%
10 Years (annualized)
+10.72%

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
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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)
+6.05%
Peer Avg (YTD)
+9.54%
vs Peers
-3.49%

IIMOX Mutual Fund Performance

IIMOX performance across multiple time periods: 1-month -5.03%, YTD 6.05%, 1-year 1.89%, 3-year 9.73%, 5-year 3.27%, 10-year 10.72%.

IIMOX returns trail the peer average of 9.54% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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