IGVWX Mutual Fund

IGVWX Mutual Fund

NAV$57.08
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Returns Overview

1 Month
+5.71%
3 Months
+6.25%
6 Months
+9.04%
YTD
+12.36%
1 Year
+19.25%
3 Years (annualized)
+15.99%
5 Years (annualized)
+10.16%
10 Years (annualized)
+10.11%

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
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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)
+12.36%
Peer Avg (YTD)
+11.41%
vs Peers
+0.95%

IGVWX Mutual Fund Performance

IGVWX performance across multiple time periods: 1-month 5.71%, YTD 12.36%, 1-year 19.25%, 3-year 15.99%, 5-year 10.16%, 10-year 10.11%.

IGVWX returns outperform the peer average of 11.41% 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.