IGIVX Mutual Fund

IGIVX Mutual Fund

NAV$140.53
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Returns Overview

1 Month
-6.06%
3 Months
+6.89%
6 Months
+17.99%
YTD
+21.87%
1 Year
+31.32%
3 Years (annualized)
+21.97%
5 Years (annualized)
+13.55%
10 Years (annualized)
+15.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IGIVX 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)
+21.87%
Peer Avg (YTD)
+11.41%
vs Peers
+10.46%

IGIVX Mutual Fund Performance

IGIVX performance across multiple time periods: 1-month -6.06%, YTD 21.87%, 1-year 31.32%, 3-year 21.97%, 5-year 13.55%, 10-year 15.34%.

IGIVX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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