IMSIX Mutual Fund

NAV$1.97

Returns Overview

1 Month
+1.02%
3 Months
+4.16%
6 Months
+2.56%
YTD
+2.56%
1 Year
+6.16%
3 Years (annualized)
+6.24%
5 Years (annualized)
+0.33%
10 Years (annualized)
+1.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IMSIX 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)
+2.56%
Peer Avg (YTD)
+5.87%
vs Peers
-3.31%

IMSIX Mutual Fund Performance

IMSIX performance across multiple time periods: 1-month 1.02%, YTD 2.56%, 1-year 6.16%, 3-year 6.24%, 5-year 0.33%, 10-year 1.61%.

IMSIX returns trail the peer average of 5.87% YTD. With an expense ratio of 2.02%, investors should weigh costs against performance when evaluating this mutual fund.

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