IGEAX Mutual Fund

IGEAX Mutual Fund

NAV$42.68
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Returns Overview

1 Month
+3.66%
3 Months
+8.55%
6 Months
+29.48%
YTD
+18.05%
1 Year
+25.14%
3 Years (annualized)
+28.73%
5 Years (annualized)
+12.97%
10 Years (annualized)
+14.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IGEAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+18.05%
Peer Avg (YTD)
+17.27%
vs Peers
+0.78%

IGEAX Mutual Fund Performance

IGEAX performance across multiple time periods: 1-month 3.66%, YTD 18.05%, 1-year 25.14%, 3-year 28.73%, 5-year 12.97%, 10-year 14.02%.

IGEAX returns outperform the peer average of 17.27% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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