IYIGX Mutual Fund

IYIGX Mutual Fund

NAV$38.82
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Returns Overview

1 Month
-2.89%
3 Months
-2.38%
6 Months
+11.34%
YTD
+5.84%
1 Year
+17.01%
3 Years (annualized)
+23.85%
5 Years (annualized)
+22.36%
10 Years (annualized)
+21.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IYIGX 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 ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+5.84%
Peer Avg (YTD)
+8.68%
vs Peers
-2.84%

IYIGX Mutual Fund Performance

IYIGX performance across multiple time periods: 1-month -2.89%, YTD 5.84%, 1-year 17.01%, 3-year 23.85%, 5-year 22.36%, 10-year 21.08%.

IYIGX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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