IMACX Mutual Fund

NAV$9.05

Returns Overview

1 Month
-1.73%
3 Months
+0.27%
6 Months
-6.31%
YTD
+0.38%
1 Year
-0.43%
3 Years (annualized)
-0.03%
5 Years (annualized)
+5.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IMACX 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
MSCI ACWI (Net)
This Mutual Fund (YTD)
+0.38%
Peer Avg (YTD)
+0.47%
vs Peers
-0.09%

IMACX Mutual Fund Performance

IMACX performance across multiple time periods: 1-month -1.73%, YTD 0.38%, 1-year -0.43%, 3-year -0.03%, 5-year 5.89%.

IMACX returns trail the peer average of 0.47% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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