IGREX Mutual Fund

NAV$9.51

Returns Overview

1 Month
-4.80%
3 Months
-2.16%
6 Months
+4.97%
YTD
+4.39%
1 Year
+15.81%
3 Years (annualized)
+7.23%
5 Years (annualized)
+1.63%
10 Years (annualized)
+2.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IGREX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI World Index (Net)
This Mutual Fund (YTD)
+4.39%
Peer Avg (YTD)
+9.30%
vs Peers
-4.91%

IGREX Mutual Fund Performance

IGREX performance across multiple time periods: 1-month -4.80%, YTD 4.39%, 1-year 15.81%, 3-year 7.23%, 5-year 1.63%, 10-year 2.47%.

IGREX returns trail the peer average of 9.30% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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