IGHSX Mutual Fund

IGHSX Mutual Fund

NAV$12.93
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Returns Overview

1 Month
+1.29%
3 Months
+7.11%
6 Months
+9.23%
YTD
+13.72%
1 Year
+16.42%
3 Years (annualized)
+21.65%
5 Years (annualized)
+12.27%
10 Years (annualized)
+11.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IGHSX 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
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📉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)
+13.72%
Peer Avg (YTD)
+12.44%
vs Peers
+1.28%

IGHSX Mutual Fund Performance

IGHSX performance across multiple time periods: 1-month 1.29%, YTD 13.72%, 1-year 16.42%, 3-year 21.65%, 5-year 12.27%, 10-year 11.13%.

IGHSX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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