IGFRX Mutual Fund

IGFRX Mutual Fund

NAV$23.59
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Returns Overview

1 Month
-2.31%
3 Months
-1.50%
6 Months
+13.52%
YTD
+7.73%
1 Year
+11.84%
3 Years (annualized)
+12.22%
5 Years (annualized)
+4.72%
10 Years (annualized)
+6.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IGFRX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+7.73%
Peer Avg (YTD)
+8.68%
vs Peers
-0.95%

IGFRX Mutual Fund Performance

IGFRX performance across multiple time periods: 1-month -2.31%, YTD 7.73%, 1-year 11.84%, 3-year 12.22%, 5-year 4.72%, 10-year 6.90%.

IGFRX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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