IGRFX Mutual Fund

IGRFX Mutual Fund

NAV$27.89
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Returns Overview

1 Month
-4.19%
3 Months
+2.76%
6 Months
-1.17%
YTD
+0.32%
1 Year
-3.50%
3 Years (annualized)
+1.40%
5 Years (annualized)
-2.34%
10 Years (annualized)
+10.35%

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
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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 Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+0.32%
Peer Avg (YTD)
+9.54%
vs Peers
-9.22%

IGRFX Mutual Fund Performance

IGRFX performance across multiple time periods: 1-month -4.19%, YTD 0.32%, 1-year -3.50%, 3-year 1.40%, 5-year -2.34%, 10-year 10.35%.

IGRFX returns trail the peer average of 9.54% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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