IGMAX Mutual Fund

NAV$7.15

Returns Overview

3 Months
+15.42%
6 Months
+9.37%
YTD
+8.09%
1 Year
+23.14%
3 Years (annualized)
+27.89%
5 Years (annualized)
+16.84%
10 Years (annualized)
+19.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IGMAX 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
MSCI ACWI Growth Index
This Mutual Fund (YTD)
+8.09%
Peer Avg (YTD)
+8.97%
vs Peers
-0.88%

IGMAX Mutual Fund Performance

IGMAX performance across multiple time periods: YTD 8.09%, 1-year 23.14%, 3-year 27.89%, 5-year 16.84%, 10-year 19.75%.

IGMAX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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