IAGSX Mutual Fund

IAGSX Mutual Fund

NAV$11.64
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Returns Overview

1 Month
+0.41%
3 Months
+12.65%
6 Months
+9.59%
YTD
+9.10%
1 Year
+35.59%
3 Years (annualized)
+20.60%
5 Years (annualized)
+10.74%
10 Years (annualized)
+11.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IAGSX 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
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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)
+9.10%
Peer Avg (YTD)
+6.73%
vs Peers
+2.37%

IAGSX Mutual Fund Performance

IAGSX performance across multiple time periods: 1-month 0.41%, YTD 9.10%, 1-year 35.59%, 3-year 20.60%, 5-year 10.74%, 10-year 11.36%.

IAGSX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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