IIGZX Mutual Fund

IIGZX Mutual Fund

NAV$12.71
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Returns Overview

1 Month
+1.30%
3 Months
+7.15%
6 Months
+9.34%
YTD
+13.87%
1 Year
+16.60%
3 Years (annualized)
+22.62%
5 Years (annualized)
+13.67%
10 Years (annualized)
+12.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IIGZX 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
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📉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 Value Index(^MVUDWI)
This Mutual Fund (YTD)
+13.87%
Peer Avg (YTD)
+12.44%
vs Peers
+1.43%

IIGZX Mutual Fund Performance

IIGZX performance across multiple time periods: 1-month 1.30%, YTD 13.87%, 1-year 16.60%, 3-year 22.62%, 5-year 13.67%, 10-year 12.53%.

IIGZX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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