IGIAX Mutual Fund

IGIAX Mutual Fund

NAV$136.48
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Returns Overview

1 Month
-3.69%
3 Months
-0.84%
6 Months
+5.93%
YTD
+19.35%
1 Year
+17.87%
3 Years (annualized)
+25.28%
5 Years (annualized)
+12.32%
10 Years (annualized)
+15.27%

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)
+19.35%
Peer Avg (YTD)
+12.44%
vs Peers
+6.92%

IGIAX Mutual Fund Performance

IGIAX performance across multiple time periods: 1-month -3.69%, YTD 19.35%, 1-year 17.87%, 3-year 25.28%, 5-year 12.32%, 10-year 15.27%.

IGIAX returns outperform the peer average of 12.44% 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.