IIGIX Mutual Fund

IIGIX Mutual Fund

NAV$13.33
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Returns Overview

1 Month
+0.93%
3 Months
+4.77%
6 Months
+7.01%
YTD
+12.29%
1 Year
+23.28%
3 Years (annualized)
+14.64%
5 Years (annualized)
+6.02%
10 Years (annualized)
+7.79%

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)
+12.29%
Peer Avg (YTD)
+9.42%
vs Peers
+2.87%

IIGIX Mutual Fund Performance

IIGIX performance across multiple time periods: 1-month 0.93%, YTD 12.29%, 1-year 23.28%, 3-year 14.64%, 5-year 6.02%, 10-year 7.79%.

IIGIX returns outperform the peer average of 9.42% 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.