IGMSX Mutual Fund

IGMSX Mutual Fund

NAV$7.61
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Returns Overview

1 Month
-6.79%
3 Months
-1.85%
6 Months
+0.68%
YTD
+2.03%
1 Year
+14.07%
3 Years (annualized)
+12.60%
5 Years (annualized)
+4.44%
10 Years (annualized)
+11.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IGMSX 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
MSCI ACWI Growth Index
This Mutual Fund (YTD)
+2.03%
Peer Avg (YTD)
+6.23%
vs Peers
-4.20%

IGMSX Mutual Fund Performance

IGMSX performance across multiple time periods: 1-month -6.79%, YTD 2.03%, 1-year 14.07%, 3-year 12.60%, 5-year 4.44%, 10-year 11.22%.

IGMSX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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