IGMIX Mutual Fund

NAV$9.38

Returns Overview

1 Month
-4.87%
3 Months
-0.11%
6 Months
-15.95%
YTD
-14.02%
1 Year
+23.61%
3 Years (annualized)
+26.97%
5 Years (annualized)
+16.29%
10 Years (annualized)
+17.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IGMIX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI Growth Index
This Mutual Fund (YTD)
-14.02%
Peer Avg (YTD)
+8.97%
vs Peers
-23.00%

IGMIX Mutual Fund Performance

IGMIX performance across multiple time periods: 1-month -4.87%, YTD -14.02%, 1-year 23.61%, 3-year 26.97%, 5-year 16.29%, 10-year 17.83%.

IGMIX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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