IGHSX Mutual Fund

IGHSX Mutual Fund

NAV$13.44
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Returns Overview

1 Month
+5.74%
3 Months
+6.22%
6 Months
+8.85%
YTD
+12.18%
1 Year
+18.89%
3 Years (annualized)
+15.71%
5 Years (annualized)
+9.74%
10 Years (annualized)
+9.75%

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)
+12.18%
Peer Avg (YTD)
+11.41%
vs Peers
+0.76%

IGHSX Mutual Fund Performance

IGHSX performance across multiple time periods: 1-month 5.74%, YTD 12.18%, 1-year 18.89%, 3-year 15.71%, 5-year 9.74%, 10-year 9.75%.

IGHSX returns outperform the peer average of 11.41% 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.