IMCVX Mutual Fund

IMCVX Mutual Fund

NAV$10.56
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Returns Overview

1 Month
+7.61%
3 Months
+1.75%
6 Months
+5.87%
YTD
+14.82%
1 Year
+19.37%
3 Years (annualized)
+15.42%
5 Years (annualized)
+6.31%
10 Years (annualized)
+8.94%

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
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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
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+14.82%
Peer Avg (YTD)
+8.01%
vs Peers
+6.81%

IMCVX Mutual Fund Performance

IMCVX performance across multiple time periods: 1-month 7.61%, YTD 14.82%, 1-year 19.37%, 3-year 15.42%, 5-year 6.31%, 10-year 8.94%.

IMCVX returns outperform the peer average of 8.01% 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.