IGOWX Mutual Fund

IGOWX Mutual Fund

NAV$58.31
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Returns Overview

1 Month
-6.05%
3 Months
-0.82%
6 Months
+0.35%
YTD
+1.83%
1 Year
-0.83%
3 Years (annualized)
+21.84%
5 Years (annualized)
+9.02%
10 Years (annualized)
+15.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IGOWX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+1.83%
Peer Avg (YTD)
+5.23%
vs Peers
-3.40%

IGOWX Mutual Fund Performance

IGOWX performance across multiple time periods: 1-month -6.05%, YTD 1.83%, 1-year -0.83%, 3-year 21.84%, 5-year 9.02%, 10-year 15.19%.

IGOWX returns trail the peer average of 5.23% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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