IGISX Mutual Fund

NAV$22.23

Returns Overview

1 Month
-0.59%
3 Months
+17.61%
6 Months
+8.71%
YTD
+8.14%
1 Year
+21.45%
3 Years (annualized)
+19.56%
5 Years (annualized)
+14.01%
10 Years (annualized)
+17.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IGISX 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)
+8.14%
Peer Avg (YTD)
+9.51%
vs Peers
-1.37%

IGISX Mutual Fund Performance

IGISX performance across multiple time periods: 1-month -0.59%, YTD 8.14%, 1-year 21.45%, 3-year 19.56%, 5-year 14.01%, 10-year 17.22%.

IGISX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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