IGIAX Mutual Fund

NAV$142.26

Returns Overview

1 Month
+4.61%
3 Months
+27.92%
6 Months
+29.57%
YTD
+28.15%
1 Year
+41.95%
3 Years (annualized)
+25.48%
5 Years (annualized)
+15.26%
10 Years (annualized)
+15.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IGIAX 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
PROUpgrade to run

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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+28.15%
Peer Avg (YTD)
+9.49%
vs Peers
+18.66%

IGIAX Mutual Fund Performance

IGIAX performance across multiple time periods: 1-month 4.61%, YTD 28.15%, 1-year 41.95%, 3-year 25.48%, 5-year 15.26%, 10-year 15.98%.

IGIAX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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