IGMIX Mutual Fund

IGMIX Mutual Fund

NAV$9.31
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Returns Overview

1 Month
-2.89%
3 Months
+1.08%
6 Months
-0.74%
YTD
+2.01%
1 Year
+2.48%
3 Years (annualized)
+23.50%
5 Years (annualized)
+12.91%
10 Years (annualized)
+16.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IGMIX 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)
+2.01%
Peer Avg (YTD)
+5.23%
vs Peers
-3.22%

IGMIX Mutual Fund Performance

IGMIX performance across multiple time periods: 1-month -2.89%, YTD 2.01%, 1-year 2.48%, 3-year 23.50%, 5-year 12.91%, 10-year 16.32%.

IGMIX returns trail the peer average of 5.23% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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