IGBWX Mutual Fund

IGBWX Mutual Fund

NAV$6.93
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Returns Overview

1 Month
-0.76%
3 Months
-1.12%
6 Months
-2.09%
YTD
-1.43%
1 Year
+0.98%
3 Years (annualized)
+3.18%
5 Years (annualized)
-1.97%
10 Years (annualized)
+0.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IGBWX 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
Bloomberg Global Aggregate Index
This Mutual Fund (YTD)
-1.43%
Peer Avg (YTD)
+0.25%
vs Peers
-1.68%

IGBWX Mutual Fund Performance

IGBWX performance across multiple time periods: 1-month -0.76%, YTD -1.43%, 1-year 0.98%, 3-year 3.18%, 5-year -1.97%, 10-year 0.78%.

IGBWX 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.

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