Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IGFFX (INTERNATIONAL GROWTH AND INCOME FUND CLASS F-2) | 13.10% | 29.41% | 19.52% | 7.49% | 9.18% | 6.93% | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/07/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IGFFX (INTERNATIONAL GROWTH AND INCOME FUND CLASS F-2) | 10/07/2008 | 06/04/2026 |
| 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 (%) | 0.28 | 29.41 | 19.52 | 7.49 | 9.18 | 6.93 | NA | … | … | 13.10 | 35.43 | 3.56 | 15.57 | -16.24 | 5.28 | 8.05 | 27.42 | -14.19 | 26.33 | 2.42 | -8.07 | -3.04 | 18.37 | 19.17 | -7.34 | 9.11 | 35.66 | -2.09 |
| Sharpe Ratio | NA | 2.13 | 1.24 | 0.35 | 0.48 | NA | NA | … | … | 1.92 | 2.42 | -0.01 | 1.01 | -0.89 | 0.41 | 0.25 | 2.41 | -1.16 | 3.94 | 0.14 | -0.55 | -0.30 | 1.60 | 1.32 | -0.31 | 0.48 | 1.58 | -0.20 |
| Standard Deviation(%) | NA | 13.13 | 13.14 | 14.60 | 16.03 | NA | NA | … | … | 17.06 | 13.49 | 11.73 | 11.89 | 20.00 | 12.68 | 30.61 | 10.76 | 13.52 | 6.55 | 16.00 | 14.83 | 10.35 | 11.44 | 14.55 | 24.16 | 18.96 | 22.48 | 44.23 |
| Draw Down(%) | NA | 10.89 | 12.59 | 33.39 | 35.76 | NA | NA | … | … | 10.89 | 12.59 | 8.67 | 10.64 | 28.93 | 9.31 | 35.76 | 6.59 | 22.27 | 2.02 | 10.79 | 16.54 | 12.63 | 9.66 | 13.02 | 22.43 | 15.74 | 17.78 | 17.11 |
| Yield(%) | 0.00 | 8.94 | 5.88 | 3.76 | 4.16 | 4.07 | 4.80 | … | … | 0.45 | 10.46 | 3.69 | 2.85 | 2.53 | 2.85 | 1.68 | 3.26 | 2.53 | 2.52 | 2.63 | 3.11 | 6.34 | 7.34 | 3.31 | 4.80 | 3.91 | 4.98 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/07/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IGFFX (INTERNATIONAL GROWTH AND INCOME FUND CLASS F-2) |
-3.34%
Sep 2019 – Sep 2022 |
-1.44%
Sep 2017 – Sep 2022 |
2.40%
Oct 2013 – Oct 2023 |
4.90%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IGFFX (INTERNATIONAL GROWTH AND INCOME FUND CLASS F-2) |
21.28%
Sep 2022 – Sep 2025 |
17.37%
Feb 2009 – Feb 2014 |
10.09%
Feb 2016 – Feb 2026 |
7.88%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart