ISGTX Mutual Fund

NAV$10.86

Returns Overview

1 Month
+0.18%
3 Months
+10.47%
6 Months
+7.41%
YTD
+7.09%
1 Year
+14.50%
3 Years (annualized)
+12.79%
5 Years (annualized)
+6.14%
10 Years (annualized)
+8.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISGTX 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)
+7.09%
Peer Avg (YTD)
+5.87%
vs Peers
+1.23%

ISGTX Mutual Fund Performance

ISGTX performance across multiple time periods: 1-month 0.18%, YTD 7.09%, 1-year 14.50%, 3-year 12.79%, 5-year 6.14%, 10-year 8.17%.

ISGTX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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