IYGOX Mutual Fund

IYGOX Mutual Fund

NAV$9.12
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Returns Overview

1 Month
+0.35%
3 Months
+1.50%
6 Months
+1.07%
YTD
+1.29%
1 Year
+2.87%
3 Years (annualized)
+4.39%
5 Years (annualized)
+0.63%
10 Years (annualized)
+2.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IYGOX 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
Bloomberg Global Aggregate Bond Index(^BBCABI)
This Mutual Fund (YTD)
+1.29%
Peer Avg (YTD)
+0.99%
vs Peers
+0.30%

IYGOX Mutual Fund Performance

IYGOX performance across multiple time periods: 1-month 0.35%, YTD 1.29%, 1-year 2.87%, 3-year 4.39%, 5-year 0.63%, 10-year 2.25%.

IYGOX returns outperform the peer average of 0.99% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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