IGMIX Mutual Fund

IGMIX Mutual Fund

NAV$9.71
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Returns Overview

1 Month
-0.92%
3 Months
-3.01%
6 Months
+12.04%
YTD
+5.05%
1 Year
+8.53%
3 Years (annualized)
+21.57%
5 Years (annualized)
+13.57%
10 Years (annualized)
+16.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IGMIX 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 Growth Index
This Mutual Fund (YTD)
+5.05%
Peer Avg (YTD)
+8.68%
vs Peers
-3.63%

IGMIX Mutual Fund Performance

IGMIX performance across multiple time periods: 1-month -0.92%, YTD 5.05%, 1-year 8.53%, 3-year 21.57%, 5-year 13.57%, 10-year 16.72%.

IGMIX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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