ILGJX Mutual Fund

NAV$9.98

Returns Overview

1 Month
-3.80%
3 Months
-5.41%
6 Months
+0.25%
YTD
-5.21%
1 Year
+10.58%
3 Years (annualized)
+24.30%
5 Years (annualized)
+13.49%
10 Years (annualized)
+16.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ILGJX 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)
-5.21%
Peer Avg (YTD)
+0.33%
vs Peers
-5.54%

ILGJX Mutual Fund Performance

ILGJX performance across multiple time periods: 1-month -3.80%, YTD -5.21%, 1-year 10.58%, 3-year 24.30%, 5-year 13.49%, 10-year 16.16%.

ILGJX returns trail the peer average of 0.33% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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