IMSCX Mutual Fund

IMSCX Mutual Fund

NAV$40.34
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Returns Overview

1 Month
-5.98%
3 Months
-6.48%
6 Months
-5.04%
YTD
+1.81%
1 Year
+1.87%
3 Years (annualized)
+19.23%
5 Years (annualized)
+9.01%
10 Years (annualized)
+11.07%

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)
+1.81%
Peer Avg (YTD)
+9.28%
vs Peers
-7.47%

IMSCX Mutual Fund Performance

IMSCX performance across multiple time periods: 1-month -5.98%, YTD 1.81%, 1-year 1.87%, 3-year 19.23%, 5-year 9.01%, 10-year 11.07%.

IMSCX returns trail the peer average of 9.28% 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.