IMIDX Mutual Fund

IMIDX Mutual Fund

NAV$21.00
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Returns Overview

1 Month
-0.71%
3 Months
+3.89%
6 Months
+13.52%
YTD
+17.32%
1 Year
+11.28%
3 Years (annualized)
+5.87%
5 Years (annualized)
+1.15%
10 Years (annualized)
+9.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IMIDX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+17.32%
Peer Avg (YTD)
+9.54%
vs Peers
+7.78%

IMIDX Mutual Fund Performance

IMIDX performance across multiple time periods: 1-month -0.71%, YTD 17.32%, 1-year 11.28%, 3-year 5.87%, 5-year 1.15%, 10-year 9.71%.

IMIDX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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