IGFAX Mutual Fund

IGFAX Mutual Fund

NAV$5.84
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Returns Overview

1 Month
+6.09%
3 Months
+1.00%
6 Months
-3.19%
YTD
-5.31%
1 Year
-11.07%
3 Years (annualized)
+1.36%
5 Years (annualized)
+0.70%
10 Years (annualized)
+7.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IGFAX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
-5.31%
Peer Avg (YTD)
+6.23%
vs Peers
-11.55%

IGFAX Mutual Fund Performance

IGFAX performance across multiple time periods: 1-month 6.09%, YTD -5.31%, 1-year -11.07%, 3-year 1.36%, 5-year 0.70%, 10-year 7.40%.

IGFAX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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