IMOWX Mutual Fund

IMOWX Mutual Fund

NAV$23.43
See how much of IMOWX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.16%
3 Months
+5.66%
6 Months
+6.19%
YTD
+6.04%
1 Year
+1.71%
3 Years (annualized)
+9.55%
5 Years (annualized)
+3.02%
10 Years (annualized)
+10.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IMOWX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+6.04%
Peer Avg (YTD)
+9.54%
vs Peers
-3.50%

IMOWX Mutual Fund Performance

IMOWX performance across multiple time periods: 1-month -5.16%, YTD 6.04%, 1-year 1.71%, 3-year 9.55%, 5-year 3.02%, 10-year 10.43%.

IMOWX returns trail the peer average of 9.54% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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