IGIUX Mutual Fund

IGIUX Mutual Fund

NAV$133.85
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Returns Overview

1 Month
-6.15%
3 Months
+6.62%
6 Months
+17.40%
YTD
+21.16%
1 Year
+30.02%
3 Years (annualized)
+21.03%
5 Years (annualized)
+12.58%
10 Years (annualized)
+14.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IGIUX 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)
+21.16%
Peer Avg (YTD)
+11.41%
vs Peers
+9.75%

IGIUX Mutual Fund Performance

IGIUX performance across multiple time periods: 1-month -6.15%, YTD 21.16%, 1-year 30.02%, 3-year 21.03%, 5-year 12.58%, 10-year 14.31%.

IGIUX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.99%, investors should weigh costs against performance when evaluating this mutual fund.

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