IMOLX Mutual Fund

IMOLX Mutual Fund

NAV$13.55
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Returns Overview

1 Month
-0.67%
3 Months
+1.83%
6 Months
+2.62%
YTD
+3.98%
1 Year
+10.48%
3 Years (annualized)
+10.15%
5 Years (annualized)
+3.89%
10 Years (annualized)
+5.68%

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
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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)
+3.98%
Peer Avg (YTD)
+6.57%
vs Peers
-2.59%

IMOLX Mutual Fund Performance

IMOLX performance across multiple time periods: 1-month -0.67%, YTD 3.98%, 1-year 10.48%, 3-year 10.15%, 5-year 3.89%, 10-year 5.68%.

IMOLX returns trail the peer average of 6.57% YTD. With an expense ratio of 1.87%, investors should weigh costs against performance when evaluating this mutual fund.

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