IGMAX Mutual Fund

IGMAX Mutual Fund

NAV$7.25
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Returns Overview

1 Month
-6.88%
3 Months
-1.99%
6 Months
+0.53%
YTD
+1.84%
1 Year
+13.70%
3 Years (annualized)
+12.27%
5 Years (annualized)
+4.17%
10 Years (annualized)
+10.93%

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
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📉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
MSCI ACWI Growth Index
This Mutual Fund (YTD)
+1.84%
Peer Avg (YTD)
+6.23%
vs Peers
-4.39%

IGMAX Mutual Fund Performance

IGMAX performance across multiple time periods: 1-month -6.88%, YTD 1.84%, 1-year 13.70%, 3-year 12.27%, 5-year 4.17%, 10-year 10.93%.

IGMAX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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