IGWRX Mutual Fund

NAV$18.96

Returns Overview

1 Month
-0.22%
3 Months
+13.71%
6 Months
+9.65%
YTD
+8.93%
1 Year
+20.99%
3 Years (annualized)
+18.20%
5 Years (annualized)
+8.91%
10 Years (annualized)
+10.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IGWRX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+8.93%
Peer Avg (YTD)
+6.73%
vs Peers
+2.21%

IGWRX Mutual Fund Performance

IGWRX performance across multiple time periods: 1-month -0.22%, YTD 8.93%, 1-year 20.99%, 3-year 18.20%, 5-year 8.91%, 10-year 10.86%.

IGWRX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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