IMOLX Mutual Fund

NAV$13.54

Returns Overview

1 Month
-0.07%
3 Months
+7.28%
6 Months
+5.01%
YTD
+4.68%
1 Year
+11.85%
3 Years (annualized)
+10.93%
5 Years (annualized)
+4.16%
10 Years (annualized)
+6.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IMOLX 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)
+4.68%
Peer Avg (YTD)
+6.73%
vs Peers
-2.04%

IMOLX Mutual Fund Performance

IMOLX performance across multiple time periods: 1-month -0.07%, YTD 4.68%, 1-year 11.85%, 3-year 10.93%, 5-year 4.16%, 10-year 6.02%.

IMOLX returns trail the peer average of 6.73% YTD. With an expense ratio of 1.87%, investors should weigh costs against performance when evaluating this mutual fund.

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