IMLAX Mutual Fund

NAV$15.41

Returns Overview

3 Months
+10.19%
6 Months
+7.30%
YTD
+6.85%
1 Year
+16.40%
3 Years (annualized)
+15.01%
5 Years (annualized)
+6.94%
10 Years (annualized)
+8.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IMLAX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+6.85%
Peer Avg (YTD)
+5.87%
vs Peers
+0.98%

IMLAX Mutual Fund Performance

IMLAX performance across multiple time periods: YTD 6.85%, 1-year 16.40%, 3-year 15.01%, 5-year 6.94%, 10-year 8.84%.

IMLAX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

IMLAX performance comparison shows side-by-side returns with another fund. IMLAX alternatives are available in the Mutual Fund Screener.