Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IGAAX (INTERNATIONAL GROWTH AND INCOME FUND CLASS A) | 12.65% | 29.42% | 19.10% | 7.26% | 8.92% | 6.60% | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/09/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IGAAX (INTERNATIONAL GROWTH AND INCOME FUND CLASS A) | 10/09/2008 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | 29.42 | 19.10 | 7.26 | 8.92 | 6.60 | NA | … | … | 12.65 | 35.09 | 3.28 | 15.25 | -16.46 | 4.98 | 7.77 | 27.13 | -14.39 | 26.08 | 2.15 | -8.24 | -3.25 | 18.13 | 18.87 | -7.50 | 8.62 | 35.30 | 2.00 |
| Sharpe Ratio | NA | 2.11 | 1.22 | 0.33 | 0.46 | NA | NA | … | … | 1.90 | 2.40 | -0.03 | 0.99 | -0.90 | 0.39 | 0.24 | 2.38 | -1.17 | 3.78 | 0.12 | -0.56 | -0.32 | 1.58 | 1.30 | -0.31 | 0.45 | 1.56 | 0.20 |
| Standard Deviation(%) | NA | 13.10 | 13.13 | 14.60 | 16.03 | NA | NA | … | … | 17.05 | 13.47 | 11.72 | 11.88 | 20.01 | 12.68 | 30.58 | 10.77 | 13.49 | 6.76 | 15.96 | 14.82 | 10.37 | 11.44 | 14.55 | 24.16 | 18.97 | 22.50 | 44.53 |
| Draw Down(%) | NA | 10.92 | 12.60 | 33.62 | 35.79 | NA | NA | … | … | 10.92 | 12.60 | 8.70 | 10.71 | 29.06 | 9.42 | 35.79 | 6.59 | 22.43 | 2.02 | 10.83 | 16.61 | 12.71 | 9.68 | 13.08 | 22.49 | 15.98 | 17.83 | 17.12 |
| Yield(%) | 0.00 | 8.73 | 5.58 | 3.55 | 3.87 | 3.79 | 4.68 | … | … | 0.38 | 10.16 | 3.41 | 2.56 | 2.30 | 2.57 | 1.44 | 2.98 | 2.32 | 2.28 | 2.39 | 2.90 | 6.12 | 7.12 | 3.08 | 4.61 | 3.51 | 4.64 | 0.00 |
Data as of 06/03/2026, Common starting date is 10/09/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IGAAX (INTERNATIONAL GROWTH AND INCOME FUND CLASS A) |
-3.58%
Sep 2019 – Sep 2022 |
-1.69%
Sep 2017 – Sep 2022 |
2.16%
Oct 2013 – Oct 2023 |
4.64%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IGAAX (INTERNATIONAL GROWTH AND INCOME FUND CLASS A) |
20.96%
Sep 2022 – Sep 2025 |
17.06%
Feb 2009 – Feb 2014 |
9.82%
Feb 2016 – Feb 2026 |
7.61%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart