IGIAX Mutual Fund

IGIAX Mutual Fund

NAV$142.69
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Returns Overview

1 Month
+1.03%
3 Months
-3.30%
6 Months
+23.70%
YTD
+23.92%
1 Year
+29.10%
3 Years (annualized)
+23.42%
5 Years (annualized)
+13.47%
10 Years (annualized)
+15.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IGIAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+23.92%
Peer Avg (YTD)
+10.00%
vs Peers
+13.93%

IGIAX Mutual Fund Performance

IGIAX performance across multiple time periods: 1-month 1.03%, YTD 23.92%, 1-year 29.10%, 3-year 23.42%, 5-year 13.47%, 10-year 15.34%.

IGIAX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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