ILGGX Mutual Fund

NAV$9.86

Returns Overview

1 Month
-3.83%
3 Months
-5.45%
6 Months
+0.14%
YTD
-5.25%
1 Year
+10.42%
3 Years (annualized)
+24.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ILGGX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
-5.25%
Peer Avg (YTD)
+0.33%
vs Peers
-5.57%

ILGGX Mutual Fund Performance

ILGGX performance across multiple time periods: 1-month -3.83%, YTD -5.25%, 1-year 10.42%, 3-year 24.13%.

ILGGX returns trail the peer average of 0.33% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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