IGVWX Mutual Fund

IGVWX Mutual Fund

NAV$56.54
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Returns Overview

1 Month
+1.33%
3 Months
+7.17%
6 Months
+7.05%
YTD
+13.85%
1 Year
+16.79%
3 Years (annualized)
+17.20%
5 Years (annualized)
+10.05%
10 Years (annualized)
+10.20%

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
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📉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
MSCI World Value Index(^MVUDWI)
This Mutual Fund (YTD)
+13.85%
Peer Avg (YTD)
+12.44%
vs Peers
+1.41%

IGVWX Mutual Fund Performance

IGVWX performance across multiple time periods: 1-month 1.33%, YTD 13.85%, 1-year 16.79%, 3-year 17.20%, 5-year 10.05%, 10-year 10.20%.

IGVWX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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