IGMSX Mutual Fund

NAV$7.68

Returns Overview

3 Months
+15.38%
6 Months
+9.47%
YTD
+8.14%
1 Year
+23.37%
3 Years (annualized)
-2.11%
5 Years (annualized)
-4.10%
10 Years (annualized)
+6.87%

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
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)
+8.14%
Peer Avg (YTD)
+8.97%
vs Peers
-0.83%

IGMSX Mutual Fund Performance

IGMSX performance across multiple time periods: YTD 8.14%, 1-year 23.37%, 3-year -2.11%, 5-year -4.10%, 10-year 6.87%.

IGMSX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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