IGRFX Mutual Fund

IGRFX Mutual Fund

NAV$27.37
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Returns Overview

1 Month
-2.03%
3 Months
-7.32%
6 Months
+4.78%
YTD
-2.95%
1 Year
-6.05%
3 Years (annualized)
+7.05%
5 Years (annualized)
+3.20%
10 Years (annualized)
+16.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IGRFX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
-2.95%
Peer Avg (YTD)
+6.72%
vs Peers
-9.67%

IGRFX Mutual Fund Performance

IGRFX performance across multiple time periods: 1-month -2.03%, YTD -2.95%, 1-year -6.05%, 3-year 7.05%, 5-year 3.20%, 10-year 16.70%.

IGRFX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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