IBGIX Mutual Fund

IBGIX Mutual Fund

NAV$5.42
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Returns Overview

1 Month
-0.73%
3 Months
+0.58%
6 Months
-12.79%
YTD
-11.61%
1 Year
-19.59%
3 Years (annualized)
-2.42%
5 Years (annualized)
+0.56%
10 Years (annualized)
+15.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IBGIX 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
Russell 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
-11.61%
Peer Avg (YTD)
+10.82%
vs Peers
-22.43%

IBGIX Mutual Fund Performance

IBGIX performance across multiple time periods: 1-month -0.73%, YTD -11.61%, 1-year -19.59%, 3-year -2.42%, 5-year 0.56%, 10-year 15.28%.

IBGIX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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