IGHAX Mutual Fund

IGHAX Mutual Fund

NAV$13.42
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Returns Overview

1 Month
+4.55%
3 Months
+2.23%
6 Months
+8.55%
YTD
+14.51%
1 Year
+19.62%
3 Years (annualized)
+18.67%
5 Years (annualized)
+9.67%
10 Years (annualized)
+9.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IGHAX 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 Value Index(^MVUDWI)
This Mutual Fund (YTD)
+14.51%
Peer Avg (YTD)
+12.44%
vs Peers
+2.08%

IGHAX Mutual Fund Performance

IGHAX performance across multiple time periods: 1-month 4.55%, YTD 14.51%, 1-year 19.62%, 3-year 18.67%, 5-year 9.67%, 10-year 9.70%.

IGHAX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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