IMEGX Mutual Fund

IMEGX Mutual Fund

NAV$24.63
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Returns Overview

1 Month
-8.35%
3 Months
-5.28%
6 Months
-2.86%
YTD
+11.76%
1 Year
+15.05%
3 Years (annualized)
+20.32%
5 Years (annualized)
+3.97%
10 Years (annualized)
+8.20%

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)
+11.76%
Peer Avg (YTD)
+9.82%
vs Peers
+1.94%

IMEGX Mutual Fund Performance

IMEGX performance across multiple time periods: 1-month -8.35%, YTD 11.76%, 1-year 15.05%, 3-year 20.32%, 5-year 3.97%, 10-year 8.20%.

IMEGX returns outperform the peer average of 9.82% 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.