IMOPX Mutual Fund

NAV$2.81

Returns Overview

1 Month
+4.27%
3 Months
+20.79%
6 Months
+11.59%
YTD
+9.91%
1 Year
+9.29%
3 Years (annualized)
+12.35%
5 Years (annualized)
+20.40%
10 Years (annualized)
+20.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IMOPX 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
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+9.91%
Peer Avg (YTD)
+10.82%
vs Peers
-0.91%

IMOPX Mutual Fund Performance

IMOPX performance across multiple time periods: 1-month 4.27%, YTD 9.91%, 1-year 9.29%, 3-year 12.35%, 5-year 20.40%, 10-year 20.27%.

IMOPX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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