ISGJX Mutual Fund

ISGJX Mutual Fund

NAV$10.01
See how much of ISGJX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.20%
3 Months
+0.28%
6 Months
+2.93%
YTD
+6.53%
1 Year
+7.44%
3 Years (annualized)
+15.07%
5 Years (annualized)
+5.64%
10 Years (annualized)
+8.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISGJX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Risk Growth Index(^SPTGGU:SP)
This Mutual Fund (YTD)
+6.53%
Peer Avg (YTD)
+5.92%
vs Peers
+0.61%

ISGJX Mutual Fund Performance

ISGJX performance across multiple time periods: 1-month 0.20%, YTD 6.53%, 1-year 7.44%, 3-year 15.07%, 5-year 5.64%, 10-year 8.10%.

ISGJX returns outperform the peer average of 5.92% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

ISGJX vs another fund shows side-by-side returns. ISGJX alternatives are available in the Mutual Fund Screener.