IIGZX Mutual Fund

IIGZX Mutual Fund

NAV$12.99
See how much of IIGZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.41%
3 Months
+3.50%
6 Months
+8.36%
YTD
+9.81%
1 Year
+11.94%
3 Years (annualized)
+22.62%
5 Years (annualized)
+13.67%
10 Years (annualized)
+12.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IIGZX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World Value Index(^MVUDWI)
This Mutual Fund (YTD)
+9.81%
Peer Avg (YTD)
+10.00%
vs Peers
-0.19%

IIGZX Mutual Fund Performance

IIGZX performance across multiple time periods: 1-month -3.41%, YTD 9.81%, 1-year 11.94%, 3-year 22.62%, 5-year 13.67%, 10-year 12.53%.

IIGZX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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