IAGIX Mutual Fund

IAGIX Mutual Fund

NAV$11.87
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Returns Overview

1 Month
+0.41%
3 Months
+12.68%
6 Months
+9.68%
YTD
+9.20%
1 Year
+35.64%
3 Years (annualized)
+20.79%
5 Years (annualized)
+10.95%
10 Years (annualized)
+11.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IAGIX 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 Target Risk Aggressive Index(^SPTGAU:SP)
This Mutual Fund (YTD)
+9.20%
Peer Avg (YTD)
+6.73%
vs Peers
+2.47%

IAGIX Mutual Fund Performance

IAGIX performance across multiple time periods: 1-month 0.41%, YTD 9.20%, 1-year 35.64%, 3-year 20.79%, 5-year 10.95%, 10-year 11.61%.

IAGIX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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