IGBIX Mutual Fund

NAV$7.05

Returns Overview

1 Month
-0.46%
3 Months
+1.01%
6 Months
-0.92%
YTD
-0.64%
1 Year
-0.14%
3 Years (annualized)
+3.77%
5 Years (annualized)
-1.65%
10 Years (annualized)
+1.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IGBIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Global Aggregate Index
This Mutual Fund (YTD)
-0.64%
Peer Avg (YTD)
+0.99%
vs Peers
-1.64%

IGBIX Mutual Fund Performance

IGBIX performance across multiple time periods: 1-month -0.46%, YTD -0.64%, 1-year -0.14%, 3-year 3.77%, 5-year -1.65%, 10-year 1.01%.

IGBIX returns trail the peer average of 0.99% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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