IMLLX Mutual Fund

NAV$15.80

Returns Overview

1 Month
-0.13%
3 Months
+9.91%
6 Months
+6.81%
YTD
+6.30%
1 Year
+15.42%
3 Years (annualized)
+13.65%
5 Years (annualized)
+5.87%
10 Years (annualized)
+7.89%

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

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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)
+6.30%
Peer Avg (YTD)
+5.87%
vs Peers
+0.44%

IMLLX Mutual Fund Performance

IMLLX performance across multiple time periods: 1-month -0.13%, YTD 6.30%, 1-year 15.42%, 3-year 13.65%, 5-year 5.87%, 10-year 7.89%.

IMLLX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.93%, investors should weigh costs against performance when evaluating this mutual fund.

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