IGAEX Mutual Fund

IGAEX Mutual Fund

NAV$8.66
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Returns Overview

1 Month
+0.56%
3 Months
-0.58%
6 Months
+0.54%
YTD
+3.66%
1 Year
+10.33%
3 Years (annualized)
+11.51%
5 Years (annualized)
+3.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IGAEX 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
JP Morgan CEMBI BD Investment Grade
This Mutual Fund (YTD)
+3.66%
Peer Avg (YTD)
+2.96%
vs Peers
+0.70%

IGAEX Mutual Fund Performance

IGAEX performance across multiple time periods: 1-month 0.56%, YTD 3.66%, 1-year 10.33%, 3-year 11.51%, 5-year 3.04%.

IGAEX returns outperform the peer average of 2.96% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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