IMDRX Mutual Fund

IMDRX Mutual Fund

NAV$12.76
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Returns Overview

1 Month
+0.39%
3 Months
-0.46%
6 Months
+1.49%
YTD
+3.86%
1 Year
+5.16%
3 Years (annualized)
+13.42%
5 Years (annualized)
+4.16%
10 Years (annualized)
+6.27%

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
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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 World Index(MDWO)
This Mutual Fund (YTD)
+3.86%
Peer Avg (YTD)
+6.22%
vs Peers
-2.36%

IMDRX Mutual Fund Performance

IMDRX performance across multiple time periods: 1-month 0.39%, YTD 3.86%, 1-year 5.16%, 3-year 13.42%, 5-year 4.16%, 10-year 6.27%.

IMDRX returns trail the peer average of 6.22% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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