IGAEX Mutual Fund

IGAEX Mutual Fund

NAV$9.02
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Returns Overview

1 Month
-1.37%
3 Months
-0.10%
6 Months
+1.41%
YTD
+2.62%
1 Year
+11.30%
3 Years (annualized)
+10.41%
5 Years (annualized)
+3.10%

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
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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
JP Morgan CEMBI BD Investment Grade
This Mutual Fund (YTD)
+2.62%
Peer Avg (YTD)
+2.32%
vs Peers
+0.30%

IGAEX Mutual Fund Performance

IGAEX performance across multiple time periods: 1-month -1.37%, YTD 2.62%, 1-year 11.30%, 3-year 10.41%, 5-year 3.10%.

IGAEX returns outperform the peer average of 2.32% 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.