IMORX Mutual Fund

IMORX Mutual Fund

NAV$13.06
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Returns Overview

1 Month
-5.78%
3 Months
-5.91%
6 Months
-0.71%
YTD
-1.96%
1 Year
-4.92%
3 Years (annualized)
+11.21%
5 Years (annualized)
+4.77%
10 Years (annualized)
+14.18%

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)
-1.96%
Peer Avg (YTD)
+8.01%
vs Peers
-9.97%

IMORX Mutual Fund Performance

IMORX performance across multiple time periods: 1-month -5.78%, YTD -1.96%, 1-year -4.92%, 3-year 11.21%, 5-year 4.77%, 10-year 14.18%.

IMORX returns trail the peer average of 8.01% YTD. With an expense ratio of 1.47%, 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.