IHGIX Mutual Fund

IHGIX Mutual Fund

NAV$40.66
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Returns Overview

1 Month
+5.02%
3 Months
+3.57%
6 Months
+11.33%
YTD
+16.50%
1 Year
+21.08%
3 Years (annualized)
+19.99%
5 Years (annualized)
+10.67%
10 Years (annualized)
+13.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IHGIX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+16.50%
Peer Avg (YTD)
+14.61%
vs Peers
+1.88%

IHGIX Mutual Fund Performance

IHGIX performance across multiple time periods: 1-month 5.02%, YTD 16.50%, 1-year 21.08%, 3-year 19.99%, 5-year 10.67%, 10-year 13.13%.

IHGIX returns outperform the peer average of 14.61% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

IHGIX vs another fund shows side-by-side returns. IHGIX alternatives are available in the Mutual Fund Screener.