IGMSX Mutual Fund

IGMSX Mutual Fund

NAV$7.79
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Returns Overview

1 Month
+4.99%
3 Months
-2.14%
6 Months
+3.98%
YTD
+7.13%
1 Year
+15.54%
3 Years (annualized)
+15.56%
5 Years (annualized)
+4.92%
10 Years (annualized)
+11.59%

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
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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)
+7.13%
Peer Avg (YTD)
+8.51%
vs Peers
-1.38%

IGMSX Mutual Fund Performance

IGMSX performance across multiple time periods: 1-month 4.99%, YTD 7.13%, 1-year 15.54%, 3-year 15.56%, 5-year 4.92%, 10-year 11.59%.

IGMSX returns trail the peer average of 8.51% 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.