IGIEX Mutual Fund

IGIEX Mutual Fund

NAV$8.77
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Returns Overview

1 Month
-3.07%
3 Months
-3.43%
6 Months
+0.76%
YTD
+0.69%
1 Year
+4.87%
3 Years (annualized)
+11.21%
5 Years (annualized)
+2.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IGIEX 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
JP Morgan CEMBI BD Investment Grade
This Mutual Fund (YTD)
+0.69%
Peer Avg (YTD)
+0.32%
vs Peers
+0.37%

IGIEX Mutual Fund Performance

IGIEX performance across multiple time periods: 1-month -3.07%, YTD 0.69%, 1-year 4.87%, 3-year 11.21%, 5-year 2.97%.

IGIEX returns outperform the peer average of 0.32% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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