ITGSX Mutual Fund

ITGSX Mutual Fund

NAV$54.29
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Returns Overview

1 Month
+3.68%
3 Months
+8.62%
6 Months
+29.64%
YTD
+18.29%
1 Year
+25.46%
3 Years (annualized)
+33.57%
5 Years (annualized)
+21.37%
10 Years (annualized)
+18.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ITGSX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+18.29%
Peer Avg (YTD)
+17.27%
vs Peers
+1.02%

ITGSX Mutual Fund Performance

ITGSX performance across multiple time periods: 1-month 3.68%, YTD 18.29%, 1-year 25.46%, 3-year 33.57%, 5-year 21.37%, 10-year 18.78%.

ITGSX returns outperform the peer average of 17.27% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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