ITGRX Mutual Fund

NAV$45.83

Returns Overview

1 Month
+0.84%
3 Months
+14.19%
6 Months
+9.43%
YTD
+8.71%
1 Year
+5.97%
3 Years (annualized)
+12.73%
5 Years (annualized)
+6.79%
10 Years (annualized)
+11.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ITGRX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+8.71%
Peer Avg (YTD)
+8.97%
vs Peers
-0.26%

ITGRX Mutual Fund Performance

ITGRX performance across multiple time periods: 1-month 0.84%, YTD 8.71%, 1-year 5.97%, 3-year 12.73%, 5-year 6.79%, 10-year 11.15%.

ITGRX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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