IGSIX Mutual Fund

NAV$11.13

Returns Overview

1 Month
+3.92%
3 Months
-2.11%
6 Months
-7.71%
YTD
-7.79%
1 Year
-4.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IGSIX 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

This Mutual Fund (YTD)
-7.79%
Peer Avg (YTD)
-2.69%
vs Peers
-5.10%

IGSIX Mutual Fund Performance

IGSIX performance across multiple time periods: 1-month 3.92%, YTD -7.79%, 1-year -4.07%.

IGSIX returns trail the peer average of -2.69% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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