ILGCX Mutual Fund

NAV$9.21

Returns Overview

1 Month
-3.87%
3 Months
-5.51%
6 Months
-0.08%
YTD
-5.34%
1 Year
+10.07%
3 Years (annualized)
+28.36%
5 Years (annualized)
+15.64%
10 Years (annualized)
+17.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ILGCX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
-5.34%
Peer Avg (YTD)
+0.33%
vs Peers
-5.67%

ILGCX Mutual Fund Performance

ILGCX performance across multiple time periods: 1-month -3.87%, YTD -5.34%, 1-year 10.07%, 3-year 28.36%, 5-year 15.64%, 10-year 17.39%.

ILGCX returns trail the peer average of 0.33% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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