IMRFX Mutual Fund

IMRFX Mutual Fund

NAV$14.31
See how much of IMRFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.57%
3 Months
+0.94%
6 Months
+3.02%
YTD
+4.96%
1 Year
+13.40%
3 Years (annualized)
+10.42%
5 Years (annualized)
+2.99%
10 Years (annualized)
+5.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IMRFX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI All Cap Index(MSCIACWIALLCI)
This Mutual Fund (YTD)
+4.96%
Peer Avg (YTD)
+5.54%
vs Peers
-0.58%

IMRFX Mutual Fund Performance

IMRFX performance across multiple time periods: 1-month -0.57%, YTD 4.96%, 1-year 13.40%, 3-year 10.42%, 5-year 2.99%, 10-year 5.66%.

IMRFX returns trail the peer average of 5.54% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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