IGRFX Mutual Fund

NAV$28.49

Returns Overview

1 Month
+2.18%
3 Months
+13.05%
6 Months
+5.17%
YTD
+4.71%
1 Year
+4.41%
3 Years (annualized)
+7.42%
5 Years (annualized)
+5.28%
10 Years (annualized)
+17.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IGRFX 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 Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+4.71%
Peer Avg (YTD)
+10.82%
vs Peers
-6.10%

IGRFX Mutual Fund Performance

IGRFX performance across multiple time periods: 1-month 2.18%, YTD 4.71%, 1-year 4.41%, 3-year 7.42%, 5-year 5.28%, 10-year 17.97%.

IGRFX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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