IMSCX Mutual Fund

NAV$44.36

Returns Overview

1 Month
+0.66%
3 Months
+18.27%
6 Months
+11.46%
YTD
+10.85%
1 Year
+23.72%
3 Years (annualized)
+22.28%
5 Years (annualized)
+11.97%
10 Years (annualized)
+12.00%

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
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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.85%
Peer Avg (YTD)
+9.51%
vs Peers
+1.34%

IMSCX Mutual Fund Performance

IMSCX performance across multiple time periods: 1-month 0.66%, YTD 10.85%, 1-year 23.72%, 3-year 22.28%, 5-year 11.97%, 10-year 12.00%.

IMSCX returns outperform the peer average of 9.51% YTD. With an expense ratio of 1.80%, investors should weigh costs against performance when evaluating this mutual fund.

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