IGOWX Mutual Fund

NAV$63.38

Returns Overview

1 Month
-2.00%
3 Months
+20.94%
6 Months
+8.12%
YTD
+8.05%
1 Year
+4.16%
3 Years (annualized)
+17.44%
5 Years (annualized)
+15.45%
10 Years (annualized)
+18.10%

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
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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+8.05%
Peer Avg (YTD)
+8.97%
vs Peers
-0.93%

IGOWX Mutual Fund Performance

IGOWX performance across multiple time periods: 1-month -2.00%, YTD 8.05%, 1-year 4.16%, 3-year 17.44%, 5-year 15.45%, 10-year 18.10%.

IGOWX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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