ISAGX Mutual Fund

NAV$13.75

Returns Overview

1 Month
+2.74%
3 Months
+8.63%
6 Months
+11.07%
YTD
+12.29%
1 Year
+15.64%
3 Years (annualized)
+3.66%
5 Years (annualized)
+8.90%
10 Years (annualized)
+7.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISAGX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+12.29%
Peer Avg (YTD)
+10.20%
vs Peers
+2.09%

ISAGX Mutual Fund Performance

ISAGX performance across multiple time periods: 1-month 2.74%, YTD 12.29%, 1-year 15.64%, 3-year 3.66%, 5-year 8.90%, 10-year 7.50%.

ISAGX returns outperform the peer average of 10.20% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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