Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IGIBX (INTERNATIONAL GROWTH AND INCOME FUND CLASS B) | NA | 10.86% | -1.77% | 4.97% | NA | NA | NA | … | … |
Data as of 04/10/2017, Common starting date is 10/10/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IGIBX (INTERNATIONAL GROWTH AND INCOME FUND CLASS B) | 10/10/2008 | 04/10/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.07 | 10.86 | -1.77 | 4.97 | NA | NA | NA | … | … | 7.69 | 1.39 | -8.94 | -3.96 | 17.23 | 17.96 | -8.21 | 7.73 | 34.33 | 3.90 |
| Sharpe Ratio | NA | 0.79 | -0.14 | 0.36 | NA | NA | NA | … | … | 5.13 | 0.07 | -0.61 | -0.38 | 1.50 | 1.24 | -0.34 | 0.40 | 1.52 | 0.42 |
| Standard Deviation(%) | NA | 13.60 | 13.76 | 13.44 | NA | NA | NA | … | … | 6.07 | 16.00 | 14.81 | 10.35 | 11.45 | 14.55 | 24.15 | 18.96 | 22.51 | 44.80 |
| Draw Down(%) | NA | 9.32 | 27.70 | 27.70 | NA | NA | NA | … | … | 1.20 | 10.93 | 16.94 | 13.00 | 9.74 | 13.20 | 22.74 | 16.08 | 17.93 | 17.20 |
| Yield(%) | 0.00 | 1.25 | 2.41 | 3.86 | 3.86 | 2.57 | 1.93 | … | … | 0.00 | 1.43 | 2.10 | 5.33 | 6.31 | 2.25 | 3.84 | 2.70 | 3.92 | 0.00 |
Data as of 04/10/2017, Common starting date is 10/10/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IGIBX (INTERNATIONAL GROWTH AND INCOME FUND CLASS B) |
-3.93%
Dec 2013 – Dec 2016 |
-0.10%
Feb 2011 – Feb 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IGIBX (INTERNATIONAL GROWTH AND INCOME FUND CLASS B) |
17.81%
Feb 2009 – Feb 2012 |
16.16%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart