IGNAX Mutual Fund

IGNAX Mutual Fund

NAV$23.32
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Returns Overview

1 Month
+2.70%
3 Months
+2.52%
6 Months
-2.52%
YTD
+14.67%
1 Year
+25.85%
3 Years (annualized)
+19.67%
5 Years (annualized)
+13.96%
10 Years (annualized)
+7.02%

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)
+14.67%
Peer Avg (YTD)
+21.06%
vs Peers
-6.39%

IGNAX Mutual Fund Performance

IGNAX performance across multiple time periods: 1-month 2.70%, YTD 14.67%, 1-year 25.85%, 3-year 19.67%, 5-year 13.96%, 10-year 7.02%.

IGNAX returns trail the peer average of 21.06% 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.