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IGAAX: INTERNATIONAL GROWTH AND INCOME FUND CLASS A (MUTUAL FUND)
Basic Info 48.61 1.67(3.32%) June 05
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: | (29%) |
| Start Date: | 10/09/2008 |
| Last Dividend Date: | 03/20/2026 |
| 12-Mo. Yield | 8.76% |
| Expenses | 0.54% |
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Performance Analytics (As of 05/29/2026)
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 | 9.2 | 24.6 | 17.8 | 6.5 | 8.7 | 6.4 | 8.4 | 35.1 | 3.3 | 15.3 | -16.5 | 5.0 | 7.8 | 27.1 | -14.4 | 26.1 | 2.2 | -8.2 | -3.3 | 18.1 | 18.9 | -7.5 | 8.6 | 35.3 | 2.0 |
| Sharpe Ratio | NA | 1.9 | 2.11 | 1.22 | 0.33 | 0.46 | NA | 0.43 | 2.4 | -0.03 | 0.99 | -0.9 | 0.39 | 0.24 | 2.38 | -1.17 | 3.78 | 0.12 | -0.56 | -0.32 | 1.58 | 1.3 | -0.31 | 0.45 | 1.56 | 0.2 |
| 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 | 22.4 | 2.0 | 10.8 | 16.6 | 12.7 | 9.7 | 13.1 | 22.5 | 16.0 | 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 | 6.8 | 16.0 | 14.8 | 10.4 | 11.4 | 14.5 | 24.2 | 19.0 | 22.5 | 44.5 |
| Treynor Ratio | NA | 0.36 | 0.32 | 0.18 | 0.06 | 0.09 | NA | 0.09 | 0.39 | 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 | 0.15 |
| Alpha | NA | 0.03 | 0.02 | 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 | 0.01 |
| Beta | NA | 0.91 | 0.85 | 0.87 | 0.88 | 0.86 | NA | 0.81 | 0.83 | 0.88 | 0.88 | 0.9 | 0.9 | 0.77 | 0.96 | 0.96 | 0.76 | 0.88 | 0.93 | 0.88 | 0.85 | 0.86 | 0.87 | 0.88 | 0.75 | 0.62 |
| RSquared | NA | 0.87 | 0.84 | 0.88 | 0.89 | 0.73 | NA | 0.83 | 0.87 | 0.86 | 0.93 | 0.93 | 0.81 | 0.47 | 0.9 | 0.91 | 0.7 | 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 | 10.2 | 3.4 | 2.6 | 2.3 | 2.6 | 1.4 | 3.0 | 2.3 | 2.3 | 2.4 | 2.9 | 6.1 | 7.1 | 3.1 | 4.6 | 3.5 | 4.6 | 0.0 |
| Dividend Growth(%) | N/A | -95.2 | N/A | N/A | N/A | N/A | N/A | N/A | 200.7 | 47.3 | -9.4 | -8.7 | 88.6 | -39.4 | 5.9 | 26.7 | -2.9 | -27.8 | -56.5 | -7.5 | 165.9 | -40.5 | 35.6 | -1.1 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/01/2008
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