IGIVX Mutual Fund

NAV$141.72

Returns Overview

1 Month
+4.63%
3 Months
+28.00%
6 Months
+29.73%
YTD
+28.31%
1 Year
+42.31%
3 Years (annualized)
+25.89%
5 Years (annualized)
+15.60%

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
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)
+28.31%
Peer Avg (YTD)
+9.49%
vs Peers
+18.82%

IGIVX Mutual Fund Performance

IGIVX performance across multiple time periods: 1-month 4.63%, YTD 28.31%, 1-year 42.31%, 3-year 25.89%, 5-year 15.60%.

IGIVX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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