IMAYX Mutual Fund

NAV$9.05

Returns Overview

1 Month
-1.60%
3 Months
+0.40%
6 Months
-5.99%
YTD
+0.62%
1 Year
+0.32%
3 Years (annualized)
+0.75%
5 Years (annualized)
+7.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IMAYX 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)
+0.62%
Peer Avg (YTD)
+0.47%
vs Peers
+0.15%

IMAYX Mutual Fund Performance

IMAYX performance across multiple time periods: 1-month -1.60%, YTD 0.62%, 1-year 0.32%, 3-year 0.75%, 5-year 7.23%.

IMAYX 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.

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