IGISX Mutual Fund

IGISX Mutual Fund

NAV$22.11
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Returns Overview

1 Month
-1.01%
3 Months
+5.08%
6 Months
+7.35%
YTD
+7.05%
1 Year
+18.72%
3 Years (annualized)
+18.29%
5 Years (annualized)
+13.45%
10 Years (annualized)
+14.40%

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
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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)
+7.05%
Peer Avg (YTD)
+9.41%
vs Peers
-2.37%

IGISX Mutual Fund Performance

IGISX performance across multiple time periods: 1-month -1.01%, YTD 7.05%, 1-year 18.72%, 3-year 18.29%, 5-year 13.45%, 10-year 14.40%.

IGISX returns trail the peer average of 9.41% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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