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IGIFX: INTERNATIONAL GROWTH AND INCOME FUND CLASS F-1 (MUTUAL FUND)
Basic Info 49.25 0.45(0.92%) June 09
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: | (9%) |
| Start Date: | 10/10/2008 |
| Last Dividend Date: | 03/20/2026 |
| 12-Mo. Yield | 8.62% |
| Expenses | 0.94% |
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Performance Analytics (As of 06/08/2026)
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(%) | -2.6 | 10.4 | 25.2 | 18.1 | 6.7 | 8.8 | 6.5 | 8.3 | 35.0 | 3.3 | 15.2 | -16.5 | 5.0 | 7.8 | 27.1 | -14.4 | 26.0 | 2.1 | -8.3 | -3.3 | 18.1 | 18.8 | -7.5 | 8.6 | 35.3 | 3.9 |
| Sharpe Ratio | NA | 1.16 | 1.62 | 1.1 | 0.27 | 0.43 | NA | 0.43 | 2.4 | -0.03 | 0.98 | -0.9 | 0.39 | 0.24 | 2.38 | -1.18 | 3.77 | 0.12 | -0.56 | -0.32 | 1.58 | 1.3 | -0.31 | 0.45 | 1.56 | 0.42 |
| Draw Down(%) | NA | 10.9 | 10.9 | 12.6 | 33.6 | 35.8 | NA | 35.8 | 12.6 | 8.7 | 10.7 | 29.1 | 9.4 | 35.8 | 6.6 | 22.5 | 2.0 | 10.8 | 16.6 | 12.7 | 9.7 | 13.1 | 22.5 | 16.0 | 17.8 | 17.1 |
| Standard Deviation(%) | NA | 17.6 | 13.6 | 13.2 | 14.7 | 16.1 | NA | 17.2 | 13.5 | 11.7 | 11.9 | 20.0 | 12.7 | 30.6 | 10.8 | 13.5 | 6.8 | 16.0 | 14.8 | 10.4 | 11.4 | 14.6 | 24.2 | 19.0 | 22.5 | 44.7 |
| Treynor Ratio | NA | 0.22 | 0.25 | 0.17 | 0.04 | 0.08 | NA | 0.09 | 0.38 | 0.0 | 0.13 | -0.2 | 0.06 | 0.1 | 0.27 | -0.16 | 0.33 | 0.02 | -0.09 | -0.04 | 0.21 | 0.22 | -0.09 | 0.1 | 0.47 | 0.3 |
| Alpha | NA | 0.02 | 0.01 | 0.01 | -0.01 | 0.0 | NA | 0.0 | 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 | 0.0 |
| Beta | NA | 0.93 | 0.88 | 0.88 | 0.88 | 0.86 | NA | 0.81 | 0.84 | 0.88 | 0.88 | 0.9 | 0.9 | 0.77 | 0.96 | 0.97 | 0.77 | 0.89 | 0.93 | 0.88 | 0.85 | 0.86 | 0.87 | 0.88 | 0.76 | 0.62 |
| RSquared | NA | 0.88 | 0.86 | 0.88 | 0.89 | 0.74 | NA | 0.83 | 0.89 | 0.86 | 0.93 | 0.93 | 0.81 | 0.47 | 0.89 | 0.91 | 0.71 | 0.94 | 0.94 | 0.91 | 0.9 | 0.96 | 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 | 10.1 | 3.4 | 2.5 | 2.3 | 2.5 | 1.4 | 3.0 | 2.2 | 2.2 | 2.2 | 2.9 | 6.1 | 7.1 | 3.1 | 4.6 | 3.4 | 4.7 | 0.0 |
| Dividend Growth(%) | N/A | -95.3 | N/A | N/A | N/A | N/A | N/A | N/A | 203.1 | 46.2 | -8.4 | -9.2 | 85.5 | -38.4 | 8.4 | 25.9 | 1.8 | -31.7 | -56.8 | -7.9 | 167.0 | -40.7 | 37.6 | -3.6 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/01/2008
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