IIMWX Mutual Fund

IIMWX Mutual Fund

NAV$22.01
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Returns Overview

1 Month
+0.67%
3 Months
+1.85%
6 Months
+0.90%
YTD
+0.86%
1 Year
+4.41%
3 Years (annualized)
+8.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IIMWX 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

This Mutual Fund (YTD)
+0.86%
Peer Avg (YTD)
+3.23%
vs Peers
-2.37%

IIMWX Mutual Fund Performance

IIMWX performance across multiple time periods: 1-month 0.67%, YTD 0.86%, 1-year 4.41%, 3-year 8.42%.

IIMWX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.98%, investors should weigh costs against performance when evaluating this mutual fund.

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