IIGIX Mutual Fund

IIGIX Mutual Fund

NAV$12.88
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Returns Overview

1 Month
-0.31%
3 Months
-0.85%
6 Months
+3.88%
YTD
+10.20%
1 Year
+15.15%
3 Years (annualized)
+19.21%
5 Years (annualized)
+5.68%
10 Years (annualized)
+7.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IIGIX 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 ACWI ex US Index
This Mutual Fund (YTD)
+10.20%
Peer Avg (YTD)
+8.05%
vs Peers
+2.14%

IIGIX Mutual Fund Performance

IIGIX performance across multiple time periods: 1-month -0.31%, YTD 10.20%, 1-year 15.15%, 3-year 19.21%, 5-year 5.68%, 10-year 7.88%.

IIGIX returns outperform the peer average of 8.05% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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