IMGRX Mutual Fund

IMGRX Mutual Fund

NAV$15.41
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Returns Overview

1 Month
-0.33%
3 Months
+3.08%
6 Months
+4.43%
YTD
+6.27%
1 Year
+14.56%
3 Years (annualized)
+13.75%
5 Years (annualized)
+6.46%
10 Years (annualized)
+8.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IMGRX 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)
+6.27%
Peer Avg (YTD)
+5.54%
vs Peers
+0.73%

IMGRX Mutual Fund Performance

IMGRX performance across multiple time periods: 1-month -0.33%, YTD 6.27%, 1-year 14.56%, 3-year 13.75%, 5-year 6.46%, 10-year 8.17%.

IMGRX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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