ISVGX Mutual Fund

ISVGX Mutual Fund

NAV$22.84
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Returns Overview

1 Month
-0.87%
3 Months
+0.75%
6 Months
+5.91%
YTD
+7.94%
1 Year
+9.83%
3 Years (annualized)
+21.38%
5 Years (annualized)
+11.74%
10 Years (annualized)
+14.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISVGX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.94%
Peer Avg (YTD)
+17.72%
vs Peers
-9.77%

ISVGX Mutual Fund Performance

ISVGX performance across multiple time periods: 1-month -0.87%, YTD 7.94%, 1-year 9.83%, 3-year 21.38%, 5-year 11.74%, 10-year 14.73%.

ISVGX returns trail the peer average of 17.72% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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