IIMWX Mutual Fund

IIMWX Mutual Fund

NAV$22.31
See how much of IIMWX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.45%
3 Months
+0.40%
6 Months
+3.19%
YTD
+2.03%
1 Year
+4.35%
3 Years (annualized)
+7.50%

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
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)
+2.03%
Peer Avg (YTD)
+2.15%
vs Peers
-0.12%

IIMWX Mutual Fund Performance

IIMWX performance across multiple time periods: 1-month 0.45%, YTD 2.03%, 1-year 4.35%, 3-year 7.50%.

IIMWX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.98%, investors should weigh costs against performance when evaluating this mutual fund.

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