IGBRX Mutual Fund

IGBRX Mutual Fund

NAV$6.79
See how much of IGBRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.21%
3 Months
-3.63%
6 Months
-2.77%
YTD
-4.59%
1 Year
-4.77%
3 Years (annualized)
+3.24%
5 Years (annualized)
-2.44%
10 Years (annualized)
+0.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IGBRX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Global Aggregate Index
This Mutual Fund (YTD)
-4.59%
Peer Avg (YTD)
-1.59%
vs Peers
-3.01%

IGBRX Mutual Fund Performance

IGBRX performance across multiple time periods: 1-month -3.21%, YTD -4.59%, 1-year -4.77%, 3-year 3.24%, 5-year -2.44%, 10-year 0.26%.

IGBRX returns trail the peer average of -1.59% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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