IMSCX Mutual Fund

IMSCX Mutual Fund

NAV$43.18
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Returns Overview

1 Month
-1.79%
3 Months
+1.55%
6 Months
+7.62%
YTD
+8.86%
1 Year
+19.21%
3 Years (annualized)
+18.94%
5 Years (annualized)
+11.52%
10 Years (annualized)
+11.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IMSCX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.86%
Peer Avg (YTD)
+9.41%
vs Peers
-0.55%

IMSCX Mutual Fund Performance

IMSCX performance across multiple time periods: 1-month -1.79%, YTD 8.86%, 1-year 19.21%, 3-year 18.94%, 5-year 11.52%, 10-year 11.38%.

IMSCX returns trail the peer average of 9.41% YTD. With an expense ratio of 1.80%, investors should weigh costs against performance when evaluating this mutual fund.

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