IMOAX Mutual Fund

NAV$13.26

Returns Overview

1 Month
+0.08%
3 Months
+7.54%
6 Months
+5.47%
YTD
+5.13%
1 Year
+12.81%
3 Years (annualized)
+12.21%
5 Years (annualized)
+5.20%
10 Years (annualized)
+6.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IMOAX 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)
+5.13%
Peer Avg (YTD)
+6.73%
vs Peers
-1.60%

IMOAX Mutual Fund Performance

IMOAX performance across multiple time periods: 1-month 0.08%, YTD 5.13%, 1-year 12.81%, 3-year 12.21%, 5-year 5.20%, 10-year 6.96%.

IMOAX returns trail the peer average of 6.73% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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