IGBIX Mutual Fund

IGBIX Mutual Fund

NAV$7.02
See how much of IGBIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.74%
3 Months
-1.09%
6 Months
-2.03%
YTD
-1.38%
1 Year
+1.03%
3 Years (annualized)
+3.20%
5 Years (annualized)
-1.97%
10 Years (annualized)
+0.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IGBIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Global Aggregate Index
This Mutual Fund (YTD)
-1.38%
Peer Avg (YTD)
+0.25%
vs Peers
-1.63%

IGBIX Mutual Fund Performance

IGBIX performance across multiple time periods: 1-month -0.74%, YTD -1.38%, 1-year 1.03%, 3-year 3.20%, 5-year -1.97%, 10-year 0.79%.

IGBIX returns trail the peer average of 0.25% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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