IMOWX Mutual Fund

NAV$24.50

Returns Overview

1 Month
+4.33%
3 Months
+21.10%
6 Months
+11.82%
YTD
+10.23%
1 Year
+9.78%
3 Years (annualized)
+12.34%
5 Years (annualized)
+4.48%
10 Years (annualized)
+11.44%

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

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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 3000 Index(^RUA)
This Mutual Fund (YTD)
+10.23%
Peer Avg (YTD)
+10.82%
vs Peers
-0.59%

IMOWX Mutual Fund Performance

IMOWX performance across multiple time periods: 1-month 4.33%, YTD 10.23%, 1-year 9.78%, 3-year 12.34%, 5-year 4.48%, 10-year 11.44%.

IMOWX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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