IGHSX Mutual Fund

IGHSX Mutual Fund

NAV$13.09
See how much of IGHSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.38%
3 Months
+3.49%
6 Months
+8.35%
YTD
+9.78%
1 Year
+11.77%
3 Years (annualized)
+21.65%
5 Years (annualized)
+12.27%
10 Years (annualized)
+11.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IGHSX 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
MSCI World Value Index(^MVUDWI)
This Mutual Fund (YTD)
+9.78%
Peer Avg (YTD)
+10.00%
vs Peers
-0.21%

IGHSX Mutual Fund Performance

IGHSX performance across multiple time periods: 1-month -3.38%, YTD 9.78%, 1-year 11.77%, 3-year 21.65%, 5-year 12.27%, 10-year 11.13%.

IGHSX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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