IMORX Mutual Fund

IMORX Mutual Fund

NAV$15.05
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Returns Overview

1 Month
-5.22%
3 Months
+5.53%
6 Months
+5.90%
YTD
+5.68%
1 Year
+1.22%
3 Years (annualized)
+8.99%
5 Years (annualized)
+2.51%
10 Years (annualized)
+9.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IMORX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+5.68%
Peer Avg (YTD)
+9.54%
vs Peers
-3.86%

IMORX Mutual Fund Performance

IMORX performance across multiple time periods: 1-month -5.22%, YTD 5.68%, 1-year 1.22%, 3-year 8.99%, 5-year 2.51%, 10-year 9.88%.

IMORX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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