IMEGX Mutual Fund

IMEGX Mutual Fund

NAV$27.56
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Returns Overview

1 Month
-3.38%
3 Months
+2.56%
6 Months
+9.26%
YTD
+20.04%
1 Year
+34.31%
3 Years (annualized)
+17.83%
5 Years (annualized)
+5.10%
10 Years (annualized)
+9.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IMEGX 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 Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+20.04%
Peer Avg (YTD)
+17.66%
vs Peers
+2.38%

IMEGX Mutual Fund Performance

IMEGX performance across multiple time periods: 1-month -3.38%, YTD 20.04%, 1-year 34.31%, 3-year 17.83%, 5-year 5.10%, 10-year 9.50%.

IMEGX returns outperform the peer average of 17.66% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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