IMSCX Mutual Fund

IMSCX Mutual Fund

NAV$43.68
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Returns Overview

1 Month
-0.62%
3 Months
-1.76%
6 Months
+9.93%
YTD
+8.19%
1 Year
+15.31%
3 Years (annualized)
+19.60%
5 Years (annualized)
+10.88%
10 Years (annualized)
+11.36%

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)
+8.19%
Peer Avg (YTD)
+11.21%
vs Peers
-3.03%

IMSCX Mutual Fund Performance

IMSCX performance across multiple time periods: 1-month -0.62%, YTD 8.19%, 1-year 15.31%, 3-year 19.60%, 5-year 10.88%, 10-year 11.36%.

IMSCX returns trail the peer average of 11.21% 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.