IMOYX Mutual Fund

IMOYX Mutual Fund

NAV$14.87
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Returns Overview

1 Month
+1.53%
3 Months
+2.75%
6 Months
+5.65%
YTD
+7.76%
1 Year
+17.72%
3 Years (annualized)
+14.53%
5 Years (annualized)
+8.88%
10 Years (annualized)
+8.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IMOYX 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
MSCI World NR Index Unhedged(^MWDNRUNH)
This Mutual Fund (YTD)
+7.76%
Peer Avg (YTD)
+5.54%
vs Peers
+2.22%

IMOYX Mutual Fund Performance

IMOYX performance across multiple time periods: 1-month 1.53%, YTD 7.76%, 1-year 17.72%, 3-year 14.53%, 5-year 8.88%, 10-year 8.00%.

IMOYX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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