IGNAX Mutual Fund

IGNAX Mutual Fund

NAV$26.06
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Returns Overview

1 Month
+5.36%
3 Months
-4.91%
6 Months
+3.26%
YTD
+13.92%
1 Year
+42.40%
3 Years (annualized)
+14.70%
5 Years (annualized)
+15.24%
10 Years (annualized)
+6.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IGNAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.92%
Peer Avg (YTD)
+17.07%
vs Peers
-3.15%

IGNAX Mutual Fund Performance

IGNAX performance across multiple time periods: 1-month 5.36%, YTD 13.92%, 1-year 42.40%, 3-year 14.70%, 5-year 15.24%, 10-year 6.97%.

IGNAX returns trail the peer average of 17.07% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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