IGHAX Mutual Fund

IGHAX Mutual Fund

NAV$13.03
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Returns Overview

1 Month
-3.40%
3 Months
+3.36%
6 Months
+8.18%
YTD
+9.53%
1 Year
+11.47%
3 Years (annualized)
+16.59%
5 Years (annualized)
+9.33%
10 Years (annualized)
+9.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IGHAX 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
MSCI World Value Index(^MVUDWI)
This Mutual Fund (YTD)
+9.53%
Peer Avg (YTD)
+10.00%
vs Peers
-0.47%

IGHAX Mutual Fund Performance

IGHAX performance across multiple time periods: 1-month -3.40%, YTD 9.53%, 1-year 11.47%, 3-year 16.59%, 5-year 9.33%, 10-year 9.56%.

IGHAX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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