ISGAX Mutual Fund

NAV$9.61

Returns Overview

1 Month
+0.19%
3 Months
+10.42%
6 Months
+7.43%
YTD
+7.11%
1 Year
+14.53%
3 Years (annualized)
+12.70%
5 Years (annualized)
+6.05%
10 Years (annualized)
+8.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISGAX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Target Risk Growth Index(^SPTGGU:SP)
This Mutual Fund (YTD)
+7.11%
Peer Avg (YTD)
+5.87%
vs Peers
+1.24%

ISGAX Mutual Fund Performance

ISGAX performance across multiple time periods: 1-month 0.19%, YTD 7.11%, 1-year 14.53%, 3-year 12.70%, 5-year 6.05%, 10-year 8.07%.

ISGAX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

ISGAX performance comparison shows side-by-side returns with another fund. ISGAX alternatives are available in the Mutual Fund Screener.