IMAIX Mutual Fund

IMAIX Mutual Fund

NAV$9.05
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Returns Overview

1 Month
-1.55%
3 Months
+0.56%
6 Months
-5.79%
YTD
+0.67%
1 Year
+0.64%
3 Years (annualized)
+1.07%
5 Years (annualized)
+7.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IMAIX 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
MSCI ACWI (Net)
This Mutual Fund (YTD)
+0.67%
Peer Avg (YTD)
+0.47%
vs Peers
+0.20%

IMAIX Mutual Fund Performance

IMAIX performance across multiple time periods: 1-month -1.55%, YTD 0.67%, 1-year 0.64%, 3-year 1.07%, 5-year 7.61%.

IMAIX returns outperform the peer average of 0.47% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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