IYGIX Mutual Fund

IYGIX Mutual Fund

NAV$43.81
See how much of IYGIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.57%
3 Months
+2.43%
6 Months
+13.60%
YTD
+5.39%
1 Year
+7.21%
3 Years (annualized)
+16.53%
5 Years (annualized)
+13.52%
10 Years (annualized)
+19.98%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+5.39%
Peer Avg (YTD)
+8.51%
vs Peers
-3.12%

IYGIX Mutual Fund Performance

IYGIX performance across multiple time periods: 1-month 3.57%, YTD 5.39%, 1-year 7.21%, 3-year 16.53%, 5-year 13.52%, 10-year 19.98%.

IYGIX returns trail the peer average of 8.51% 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.