IGIIX Mutual Fund

IGIIX Mutual Fund

NAV$45.18
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Returns Overview

1 Month
+0.18%
3 Months
+4.19%
6 Months
+7.69%
YTD
+8.87%
1 Year
+14.82%
3 Years (annualized)
+16.43%
5 Years (annualized)
+9.43%
10 Years (annualized)
+12.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IGIIX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+8.87%
Peer Avg (YTD)
+6.23%
vs Peers
+2.64%

IGIIX Mutual Fund Performance

IGIIX performance across multiple time periods: 1-month 0.18%, YTD 8.87%, 1-year 14.82%, 3-year 16.43%, 5-year 9.43%, 10-year 12.10%.

IGIIX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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