IMDRX Mutual Fund

NAV$13.18

Returns Overview

3 Months
+7.50%
6 Months
+5.33%
YTD
+4.99%
1 Year
+12.52%
3 Years (annualized)
+11.88%
5 Years (annualized)
+4.91%
10 Years (annualized)
+6.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IMDRX 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 World Index(MDWO)
This Mutual Fund (YTD)
+4.99%
Peer Avg (YTD)
+6.73%
vs Peers
-1.73%

IMDRX Mutual Fund Performance

IMDRX performance across multiple time periods: YTD 4.99%, 1-year 12.52%, 3-year 11.88%, 5-year 4.91%, 10-year 6.68%.

IMDRX returns trail the peer average of 6.73% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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