IYGIX Mutual Fund

IYGIX Mutual Fund

NAV$42.93
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Returns Overview

1 Month
-3.68%
3 Months
+12.69%
6 Months
-1.50%
YTD
-0.89%
1 Year
+3.66%
3 Years (annualized)
+14.71%
5 Years (annualized)
+13.78%
10 Years (annualized)
+19.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IYGIX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
-0.89%
Peer Avg (YTD)
+8.97%
vs Peers
-9.86%

IYGIX Mutual Fund Performance

IYGIX performance across multiple time periods: 1-month -3.68%, YTD -0.89%, 1-year 3.66%, 3-year 14.71%, 5-year 13.78%, 10-year 19.92%.

IYGIX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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