IMOAX Mutual Fund

IMOAX Mutual Fund

NAV$13.08
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Returns Overview

1 Month
+1.38%
3 Months
+0.84%
6 Months
+3.52%
YTD
+5.93%
1 Year
+10.89%
3 Years (annualized)
+12.17%
5 Years (annualized)
+4.80%
10 Years (annualized)
+6.62%

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
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📉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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+5.93%
Peer Avg (YTD)
+7.17%
vs Peers
-1.24%

IMOAX Mutual Fund Performance

IMOAX performance across multiple time periods: 1-month 1.38%, YTD 5.93%, 1-year 10.89%, 3-year 12.17%, 5-year 4.80%, 10-year 6.62%.

IMOAX returns trail the peer average of 7.17% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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