IWGIX Mutual Fund

NAV$7.04
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Returns Overview

1 Month
+3.83%
3 Months
+1.56%
6 Months
+1.67%
YTD
+4.73%
1 Year
+9.22%
3 Years (annualized)
+7.35%
5 Years (annualized)
+8.14%
10 Years (annualized)
+4.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IWGIX 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

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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)
+4.73%
Peer Avg (YTD)
+1.85%
vs Peers
+2.89%

IWGIX Mutual Fund Performance

IWGIX performance across multiple time periods: 1-month 3.83%, YTD 4.73%, 1-year 9.22%, 3-year 7.35%, 5-year 8.14%, 10-year 4.30%.

IWGIX returns outperform the peer average of 1.85% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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