IMOZX Mutual Fund

NAV$25.45

Returns Overview

1 Month
+4.34%
3 Months
+21.09%
6 Months
+11.88%
YTD
+10.29%
1 Year
+9.91%
3 Years (annualized)
+12.47%
5 Years (annualized)
+4.61%
10 Years (annualized)
+11.60%

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
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)
+10.29%
Peer Avg (YTD)
+10.82%
vs Peers
-0.52%

IMOZX Mutual Fund Performance

IMOZX performance across multiple time periods: 1-month 4.34%, YTD 10.29%, 1-year 9.91%, 3-year 12.47%, 5-year 4.61%, 10-year 11.60%.

IMOZX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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