IGNAX Mutual Fund

NAV$23.39

Returns Overview

1 Month
-8.41%
3 Months
-8.93%
6 Months
+8.13%
YTD
+6.16%
1 Year
+35.99%
3 Years (annualized)
+15.35%
5 Years (annualized)
+13.53%
10 Years (annualized)
+6.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IGNAX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.16%
Peer Avg (YTD)
+11.40%
vs Peers
-5.23%

IGNAX Mutual Fund Performance

IGNAX performance across multiple time periods: 1-month -8.41%, YTD 6.16%, 1-year 35.99%, 3-year 15.35%, 5-year 13.53%, 10-year 6.40%.

IGNAX returns trail the peer average of 11.40% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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