IGFRX Mutual Fund

NAV$24.29

Returns Overview

1 Month
+1.26%
3 Months
+15.24%
6 Months
+10.99%
YTD
+9.37%
1 Year
+15.72%
3 Years (annualized)
+10.36%
5 Years (annualized)
+4.36%
10 Years (annualized)
+7.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IGFRX 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
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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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+9.37%
Peer Avg (YTD)
+8.97%
vs Peers
+0.40%

IGFRX Mutual Fund Performance

IGFRX performance across multiple time periods: 1-month 1.26%, YTD 9.37%, 1-year 15.72%, 3-year 10.36%, 5-year 4.36%, 10-year 7.30%.

IGFRX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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