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IGFFX: INTERNATIONAL GROWTH AND INCOME FUND CLASS F-2 (MUTUAL FUND)
Basic Info 48.64 1.66(3.30%) June 05
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: | (68%) |
| Start Date: | 10/07/2008 |
| Last Dividend Date: | 03/20/2026 |
| 12-Mo. Yield | 9.02% |
| Expenses | 0.54% |
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Performance Analytics (As of 06/01/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.3 | 9.4 | 25.0 | 18.1 | 6.8 | 9.0 | 6.6 | 8.4 | 35.4 | 3.6 | 15.6 | -16.2 | 5.3 | 8.0 | 27.4 | -14.2 | 26.3 | 2.4 | -8.1 | -3.0 | 18.4 | 19.2 | -7.3 | 9.1 | 35.7 | -2.1 |
| Sharpe Ratio | NA | 1.92 | 2.13 | 1.24 | 0.35 | 0.48 | NA | 0.43 | 2.42 | -0.01 | 1.01 | -0.89 | 0.41 | 0.25 | 2.41 | -1.16 | 3.94 | 0.14 | -0.55 | -0.3 | 1.6 | 1.32 | -0.31 | 0.48 | 1.58 | -0.2 |
| Draw Down(%) | NA | 10.9 | 10.9 | 12.6 | 33.4 | 35.8 | NA | 35.8 | 12.6 | 8.7 | 10.6 | 28.9 | 9.3 | 35.8 | 6.6 | 22.3 | 2.0 | 10.8 | 16.5 | 12.6 | 9.7 | 13.0 | 22.4 | 15.7 | 17.8 | 17.1 |
| Standard Deviation(%) | NA | 17.1 | 13.1 | 13.1 | 14.6 | 16.0 | NA | 17.2 | 13.5 | 11.7 | 11.9 | 20.0 | 12.7 | 30.6 | 10.8 | 13.5 | 6.5 | 16.0 | 14.8 | 10.4 | 11.4 | 14.6 | 24.2 | 19.0 | 22.5 | 44.2 |
| Treynor Ratio | NA | 0.36 | 0.32 | 0.19 | 0.06 | 0.09 | NA | 0.09 | 0.39 | 0.0 | 0.14 | -0.2 | 0.06 | 0.1 | 0.27 | -0.16 | 0.33 | 0.02 | -0.09 | -0.03 | 0.22 | 0.23 | -0.08 | 0.1 | 0.47 | -0.15 |
| Alpha | NA | 0.03 | 0.02 | 0.01 | 0.0 | 0.0 | NA | 0.01 | 0.02 | 0.0 | 0.0 | -0.02 | -0.02 | 0.01 | 0.02 | 0.0 | 0.02 | 0.0 | -0.02 | 0.01 | 0.0 | 0.01 | 0.01 | 0.0 | 0.04 | 0.06 |
| Beta | NA | 0.91 | 0.87 | 0.87 | 0.88 | 0.86 | NA | 0.81 | 0.84 | 0.88 | 0.88 | 0.9 | 0.9 | 0.77 | 0.96 | 0.97 | 0.78 | 0.89 | 0.93 | 0.88 | 0.85 | 0.86 | 0.87 | 0.88 | 0.75 | 0.6 |
| RSquared | NA | 0.87 | 0.86 | 0.88 | 0.89 | 0.74 | NA | 0.83 | 0.89 | 0.87 | 0.93 | 0.93 | 0.81 | 0.47 | 0.9 | 0.91 | 0.79 | 0.94 | 0.94 | 0.91 | 0.9 | 0.95 | 0.97 | 0.96 | 0.92 | 0.93 |
| Yield(%) | N/A | 0.4 | N/A | N/A | N/A | N/A | N/A | N/A | 10.5 | 3.7 | 2.9 | 2.5 | 2.8 | 1.7 | 3.3 | 2.5 | 2.5 | 2.6 | 3.1 | 6.3 | 7.3 | 3.3 | 4.8 | 3.9 | 5.0 | 0.0 |
| Dividend Growth(%) | N/A | -94.6 | N/A | N/A | N/A | N/A | N/A | N/A | 185.9 | 43.1 | -8.1 | -9.2 | 78.7 | -35.2 | 6.0 | 25.1 | -2.5 | -25.9 | -54.9 | -7.1 | 154.9 | -38.6 | 26.8 | 2.5 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/01/2008
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