IMOZX Mutual Fund

IMOZX Mutual Fund

NAV$24.25
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Returns Overview

1 Month
-5.14%
3 Months
+5.68%
6 Months
+6.26%
YTD
+6.13%
1 Year
+1.88%
3 Years (annualized)
+9.66%
5 Years (annualized)
+3.16%
10 Years (annualized)
+10.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IMOZX 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)
+6.13%
Peer Avg (YTD)
+9.54%
vs Peers
-3.41%

IMOZX Mutual Fund Performance

IMOZX performance across multiple time periods: 1-month -5.14%, YTD 6.13%, 1-year 1.88%, 3-year 9.66%, 5-year 3.16%, 10-year 10.58%.

IMOZX returns trail the peer average of 9.54% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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