IGCEX Mutual Fund

NAV$9.04

Returns Overview

1 Month
+0.30%
3 Months
+4.15%
6 Months
+3.71%
YTD
+3.82%
1 Year
+13.62%
3 Years (annualized)
+9.77%
5 Years (annualized)
+2.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IGCEX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
JP Morgan CEMBI BD Investment Grade
This Mutual Fund (YTD)
+3.82%
Peer Avg (YTD)
+3.07%
vs Peers
+0.75%

IGCEX Mutual Fund Performance

IGCEX performance across multiple time periods: 1-month 0.30%, YTD 3.82%, 1-year 13.62%, 3-year 9.77%, 5-year 2.38%.

IGCEX returns outperform the peer average of 3.07% YTD. With an expense ratio of 1.70%, investors should weigh costs against performance when evaluating this mutual fund.

IGCEX performance comparison shows side-by-side returns with another fund. IGCEX alternatives are available in the Mutual Fund Screener.