IAGTX Mutual Fund

NAV$11.66

Returns Overview

1 Month
+0.41%
3 Months
+12.53%
6 Months
+9.49%
YTD
+8.99%
1 Year
+35.38%
3 Years (annualized)
+20.40%
5 Years (annualized)
+10.56%
10 Years (annualized)
+11.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IAGTX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P Target Risk Aggressive Index(^SPTGAU:SP)
This Mutual Fund (YTD)
+8.99%
Peer Avg (YTD)
+6.73%
vs Peers
+2.27%

IAGTX Mutual Fund Performance

IAGTX performance across multiple time periods: 1-month 0.41%, YTD 8.99%, 1-year 35.38%, 3-year 20.40%, 5-year 10.56%, 10-year 11.19%.

IAGTX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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