IGWRX Mutual Fund

IGWRX Mutual Fund

NAV$18.84
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Returns Overview

1 Month
-1.38%
3 Months
+1.03%
6 Months
+14.89%
YTD
+10.06%
1 Year
+14.57%
3 Years (annualized)
+19.28%
5 Years (annualized)
+9.03%
10 Years (annualized)
+10.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IGWRX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+10.06%
Peer Avg (YTD)
+6.10%
vs Peers
+3.96%

IGWRX Mutual Fund Performance

IGWRX performance across multiple time periods: 1-month -1.38%, YTD 10.06%, 1-year 14.57%, 3-year 19.28%, 5-year 9.03%, 10-year 10.68%.

IGWRX returns outperform the peer average of 6.10% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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