IGIVX Mutual Fund

IGIVX Mutual Fund

NAV$142.91
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Returns Overview

1 Month
+1.94%
3 Months
+0.19%
6 Months
+20.43%
YTD
+22.87%
1 Year
+32.36%
3 Years (annualized)
+23.74%
5 Years (annualized)
+13.75%
10 Years (annualized)
+15.63%

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)
+22.87%
Peer Avg (YTD)
+12.44%
vs Peers
+10.43%

IGIVX Mutual Fund Performance

IGIVX performance across multiple time periods: 1-month 1.94%, YTD 22.87%, 1-year 32.36%, 3-year 23.74%, 5-year 13.75%, 10-year 15.63%.

IGIVX returns outperform the peer average of 12.44% 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.