IGMAX Mutual Fund

IGMAX Mutual Fund

NAV$6.98
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Returns Overview

1 Month
-2.93%
3 Months
+0.87%
6 Months
-1.14%
YTD
+1.52%
1 Year
+1.88%
3 Years (annualized)
+17.04%
5 Years (annualized)
+4.03%
10 Years (annualized)
+10.92%

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)
+1.52%
Peer Avg (YTD)
+5.23%
vs Peers
-3.71%

IGMAX Mutual Fund Performance

IGMAX performance across multiple time periods: 1-month -2.93%, YTD 1.52%, 1-year 1.88%, 3-year 17.04%, 5-year 4.03%, 10-year 10.92%.

IGMAX returns trail the peer average of 5.23% 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.