IGFAX Mutual Fund

NAV$5.76

Returns Overview

1 Month
-2.75%
3 Months
+0.49%
6 Months
-11.62%
YTD
-10.75%
1 Year
-17.41%
3 Years (annualized)
-3.82%
5 Years (annualized)
-2.07%
10 Years (annualized)
+5.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IGFAX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
-10.75%
Peer Avg (YTD)
+8.97%
vs Peers
-19.72%

IGFAX Mutual Fund Performance

IGFAX performance across multiple time periods: 1-month -2.75%, YTD -10.75%, 1-year -17.41%, 3-year -3.82%, 5-year -2.07%, 10-year 5.67%.

IGFAX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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