IMOWX Mutual Fund

IMOWX Mutual Fund

NAV$21.51
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Returns Overview

1 Month
-5.75%
3 Months
-5.83%
6 Months
-0.49%
YTD
-1.56%
1 Year
-4.47%
3 Years (annualized)
+11.76%
5 Years (annualized)
+0.81%
10 Years (annualized)
+10.32%

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
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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)
-1.56%
Peer Avg (YTD)
+8.01%
vs Peers
-9.56%

IMOWX Mutual Fund Performance

IMOWX performance across multiple time periods: 1-month -5.75%, YTD -1.56%, 1-year -4.47%, 3-year 11.76%, 5-year 0.81%, 10-year 10.32%.

IMOWX returns trail the peer average of 8.01% YTD. With an expense ratio of 0.97%, 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.