IGIAX Mutual Fund

IGIAX Mutual Fund

NAV$140.04
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Returns Overview

1 Month
-6.08%
3 Months
+6.82%
6 Months
+17.84%
YTD
+21.69%
1 Year
+30.99%
3 Years (annualized)
+21.57%
5 Years (annualized)
+13.21%
10 Years (annualized)
+14.93%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+21.69%
Peer Avg (YTD)
+11.41%
vs Peers
+10.28%

IGIAX Mutual Fund Performance

IGIAX performance across multiple time periods: 1-month -6.08%, YTD 21.69%, 1-year 30.99%, 3-year 21.57%, 5-year 13.21%, 10-year 14.93%.

IGIAX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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