IGIUX Mutual Fund

IGIUX Mutual Fund

NAV$135.76
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Returns Overview

1 Month
+4.55%
3 Months
+27.68%
6 Months
+29.09%
YTD
+27.70%
1 Year
+40.89%
3 Years (annualized)
+25.01%
5 Years (annualized)
+14.98%
10 Years (annualized)
+15.54%

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)
+27.70%
Peer Avg (YTD)
+9.49%
vs Peers
+18.21%

IGIUX Mutual Fund Performance

IGIUX performance across multiple time periods: 1-month 4.55%, YTD 27.70%, 1-year 40.89%, 3-year 25.01%, 5-year 14.98%, 10-year 15.54%.

IGIUX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.99%, investors should weigh costs against performance when evaluating this mutual fund.

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