IYGIX Mutual Fund

IYGIX Mutual Fund

NAV$43.85
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Returns Overview

1 Month
+0.52%
3 Months
+6.89%
6 Months
+20.45%
YTD
+5.94%
1 Year
+5.76%
3 Years (annualized)
+16.53%
5 Years (annualized)
+13.52%
10 Years (annualized)
+19.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IYGIX 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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+5.94%
Peer Avg (YTD)
+8.68%
vs Peers
-2.74%

IYGIX Mutual Fund Performance

IYGIX performance across multiple time periods: 1-month 0.52%, YTD 5.94%, 1-year 5.76%, 3-year 16.53%, 5-year 13.52%, 10-year 19.98%.

IYGIX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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