IGWRX Mutual Fund

IGWRX Mutual Fund

NAV$18.85
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Returns Overview

1 Month
+2.28%
3 Months
+2.22%
6 Months
+8.83%
YTD
+11.60%
1 Year
+19.62%
3 Years (annualized)
+19.28%
5 Years (annualized)
+9.03%
10 Years (annualized)
+10.68%

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
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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 Index(MDWO)
This Mutual Fund (YTD)
+11.60%
Peer Avg (YTD)
+7.17%
vs Peers
+4.42%

IGWRX Mutual Fund Performance

IGWRX performance across multiple time periods: 1-month 2.28%, YTD 11.60%, 1-year 19.62%, 3-year 19.28%, 5-year 9.03%, 10-year 10.68%.

IGWRX returns outperform the peer average of 7.17% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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