ILGRX Mutual Fund

NAV$43.48

Returns Overview

1 Month
-3.68%
3 Months
+12.73%
6 Months
-1.46%
YTD
-0.86%
1 Year
+3.74%
3 Years (annualized)
+14.78%
5 Years (annualized)
+13.80%
10 Years (annualized)
+19.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ILGRX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
-0.86%
Peer Avg (YTD)
+8.97%
vs Peers
-9.83%

ILGRX Mutual Fund Performance

ILGRX performance across multiple time periods: 1-month -3.68%, YTD -0.86%, 1-year 3.74%, 3-year 14.78%, 5-year 13.80%, 10-year 19.96%.

ILGRX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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