IYGIX Mutual Fund

IYGIX Mutual Fund

NAV$42.21
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Returns Overview

1 Month
+2.67%
3 Months
+3.97%
6 Months
+4.29%
YTD
+1.76%
1 Year
+3.68%
3 Years (annualized)
+13.40%
5 Years (annualized)
+8.73%
10 Years (annualized)
+15.71%

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)
+1.76%
Peer Avg (YTD)
+6.23%
vs Peers
-4.48%

IYGIX Mutual Fund Performance

IYGIX performance across multiple time periods: 1-month 2.67%, YTD 1.76%, 1-year 3.68%, 3-year 13.40%, 5-year 8.73%, 10-year 15.71%.

IYGIX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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