IGAIX Mutual Fund

IGAIX Mutual Fund

NAV$51.13
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Returns Overview

1 Month
+0.48%
3 Months
+3.91%
6 Months
+5.95%
YTD
+12.96%
1 Year
+27.27%
3 Years (annualized)
+17.36%
5 Years (annualized)
+9.45%
10 Years (annualized)
+9.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IGAIX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+12.96%
Peer Avg (YTD)
+9.42%
vs Peers
+3.54%

IGAIX Mutual Fund Performance

IGAIX performance across multiple time periods: 1-month 0.48%, YTD 12.96%, 1-year 27.27%, 3-year 17.36%, 5-year 9.45%, 10-year 9.74%.

IGAIX returns outperform the peer average of 9.42% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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