IBCGX Mutual Fund

NAV$0.78
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Returns Overview

1 Month
-0.79%
3 Months
+0.53%
6 Months
-12.99%
YTD
-11.80%
1 Year
-19.93%
3 Years (annualized)
-2.08%
5 Years (annualized)
+1.26%
10 Years (annualized)
+15.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IBCGX 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

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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
Russell 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
-11.80%
Peer Avg (YTD)
+10.82%
vs Peers
-22.61%

IBCGX Mutual Fund Performance

IBCGX performance across multiple time periods: 1-month -0.79%, YTD -11.80%, 1-year -19.93%, 3-year -2.08%, 5-year 1.26%, 10-year 15.95%.

IBCGX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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