IGAAX Mutual Fund

NAV$50.80

Returns Overview

1 Month
-0.72%
3 Months
+10.48%
6 Months
+12.20%
YTD
+10.82%
1 Year
+25.18%
3 Years (annualized)
+17.92%
5 Years (annualized)
+8.80%
10 Years (annualized)
+9.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IGAAX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+10.82%
Peer Avg (YTD)
+9.13%
vs Peers
+1.68%

IGAAX Mutual Fund Performance

IGAAX performance across multiple time periods: 1-month -0.72%, YTD 10.82%, 1-year 25.18%, 3-year 17.92%, 5-year 8.80%, 10-year 9.78%.

IGAAX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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