IGCEX Mutual Fund

IGCEX Mutual Fund

NAV$9.04
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Returns Overview

1 Month
-1.45%
3 Months
-0.31%
6 Months
+1.01%
YTD
+2.32%
1 Year
+10.45%
3 Years (annualized)
+9.09%
5 Years (annualized)
+2.07%

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
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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)
+2.32%
Peer Avg (YTD)
+2.32%
vs Peers
-0.01%

IGCEX Mutual Fund Performance

IGCEX performance across multiple time periods: 1-month -1.45%, YTD 2.32%, 1-year 10.45%, 3-year 9.09%, 5-year 2.07%.

IGCEX returns trail the peer average of 2.32% YTD. With an expense ratio of 1.57%, investors should weigh costs against performance when evaluating this mutual fund.

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