IGBZX Mutual Fund

IGBZX Mutual Fund

NAV$6.76
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Returns Overview

1 Month
-3.19%
3 Months
-3.52%
6 Months
-2.68%
YTD
-4.26%
1 Year
-4.44%
3 Years (annualized)
+3.77%
5 Years (annualized)
-1.97%
10 Years (annualized)
+0.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IGBZX 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
Bloomberg Global Aggregate Index
This Mutual Fund (YTD)
-4.26%
Peer Avg (YTD)
-1.59%
vs Peers
-2.67%

IGBZX Mutual Fund Performance

IGBZX performance across multiple time periods: 1-month -3.19%, YTD -4.26%, 1-year -4.44%, 3-year 3.77%, 5-year -1.97%, 10-year 0.85%.

IGBZX returns trail the peer average of -1.59% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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