IHGIX Mutual Fund

IHGIX Mutual Fund

NAV$39.76
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Returns Overview

1 Month
+0.00%
3 Months
+12.44%
6 Months
+9.15%
YTD
+8.46%
1 Year
+20.90%
3 Years (annualized)
+15.22%
5 Years (annualized)
+10.62%
10 Years (annualized)
+12.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IHGIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.46%
Peer Avg (YTD)
+9.49%
vs Peers
-1.03%

IHGIX Mutual Fund Performance

IHGIX performance across multiple time periods: 1-month 0.00%, YTD 8.46%, 1-year 20.90%, 3-year 15.22%, 5-year 10.62%, 10-year 12.57%.

IHGIX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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