IMLLX Mutual Fund

IMLLX Mutual Fund

NAV$15.42
See how much of IMLLX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.39%
3 Months
+2.93%
6 Months
+4.11%
YTD
+5.89%
1 Year
+13.93%
3 Years (annualized)
+13.05%
5 Years (annualized)
+5.85%
10 Years (annualized)
+7.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IMLLX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+5.89%
Peer Avg (YTD)
+5.54%
vs Peers
+0.35%

IMLLX Mutual Fund Performance

IMLLX performance across multiple time periods: 1-month -0.39%, YTD 5.89%, 1-year 13.93%, 3-year 13.05%, 5-year 5.85%, 10-year 7.60%.

IMLLX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.93%, investors should weigh costs against performance when evaluating this mutual fund.

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