IMAAX Mutual Fund

NAV$9.03

Returns Overview

1 Month
-1.61%
3 Months
+0.50%
6 Months
-5.91%
YTD
+0.61%
1 Year
+0.41%
3 Years (annualized)
+0.76%
5 Years (annualized)
+7.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IMAAX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI ACWI (Net)
This Mutual Fund (YTD)
+0.61%
Peer Avg (YTD)
+0.47%
vs Peers
+0.14%

IMAAX Mutual Fund Performance

IMAAX performance across multiple time periods: 1-month -1.61%, YTD 0.61%, 1-year 0.41%, 3-year 0.76%, 5-year 7.23%.

IMAAX returns outperform the peer average of 0.47% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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