IYIGX Mutual Fund

IYIGX Mutual Fund

NAV$40.54
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Returns Overview

1 Month
+0.15%
3 Months
+4.06%
6 Months
+7.42%
YTD
+8.58%
1 Year
+14.26%
3 Years (annualized)
+15.86%
5 Years (annualized)
+8.87%
10 Years (annualized)
+11.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IYIGX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+8.58%
Peer Avg (YTD)
+6.23%
vs Peers
+2.35%

IYIGX Mutual Fund Performance

IYIGX performance across multiple time periods: 1-month 0.15%, YTD 8.58%, 1-year 14.26%, 3-year 15.86%, 5-year 8.87%, 10-year 11.48%.

IYIGX returns outperform the peer average of 6.23% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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