IGVWX Mutual Fund

NAV$58.16

Returns Overview

1 Month
+0.06%
3 Months
+4.73%
6 Months
+6.40%
YTD
+6.30%
1 Year
+12.03%
3 Years (annualized)
+14.71%
5 Years (annualized)
+9.42%
10 Years (annualized)
+9.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IGVWX 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
MSCI World Value Index(^MVUDWI)
This Mutual Fund (YTD)
+6.30%
Peer Avg (YTD)
+9.49%
vs Peers
-3.19%

IGVWX Mutual Fund Performance

IGVWX performance across multiple time periods: 1-month 0.06%, YTD 6.30%, 1-year 12.03%, 3-year 14.71%, 5-year 9.42%, 10-year 9.80%.

IGVWX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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