IYIGX Mutual Fund

NAV$41.04

Returns Overview

1 Month
+0.81%
3 Months
+14.06%
6 Months
+9.13%
YTD
+8.42%
1 Year
+4.64%
3 Years (annualized)
+11.63%
5 Years (annualized)
+13.93%
10 Years (annualized)
+14.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IYIGX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+8.42%
Peer Avg (YTD)
+8.97%
vs Peers
-0.55%

IYIGX Mutual Fund Performance

IYIGX performance across multiple time periods: 1-month 0.81%, YTD 8.42%, 1-year 4.64%, 3-year 11.63%, 5-year 13.93%, 10-year 14.95%.

IYIGX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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