IGBWX Mutual Fund

NAV$6.96

Returns Overview

1 Month
-0.47%
3 Months
+1.01%
6 Months
-0.96%
YTD
-0.68%
1 Year
-0.21%
3 Years (annualized)
+3.76%
5 Years (annualized)
-1.64%
10 Years (annualized)
+1.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IGBWX 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
Bloomberg Global Aggregate Index
This Mutual Fund (YTD)
-0.68%
Peer Avg (YTD)
+0.99%
vs Peers
-1.67%

IGBWX Mutual Fund Performance

IGBWX performance across multiple time periods: 1-month -0.47%, YTD -0.68%, 1-year -0.21%, 3-year 3.76%, 5-year -1.64%, 10-year 1.01%.

IGBWX 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.

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