IMCVX Mutual Fund

IMCVX Mutual Fund

NAV$10.40
See how much of IMCVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.59%
3 Months
+4.05%
6 Months
+8.55%
YTD
+13.97%
1 Year
+16.46%
3 Years (annualized)
+10.46%
5 Years (annualized)
+6.30%
10 Years (annualized)
+7.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IMCVX 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

Benchmark
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+13.97%
Peer Avg (YTD)
+9.54%
vs Peers
+4.43%

IMCVX Mutual Fund Performance

IMCVX performance across multiple time periods: 1-month 0.59%, YTD 13.97%, 1-year 16.46%, 3-year 10.46%, 5-year 6.30%, 10-year 7.63%.

IMCVX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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