ISCGX Mutual Fund

NAV$5.51

Returns Overview

1 Month
+5.07%
3 Months
+19.83%
6 Months
+14.17%
YTD
+13.06%
1 Year
+17.57%
3 Years (annualized)
+11.11%
5 Years (annualized)
+4.63%
10 Years (annualized)
+12.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISCGX 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 Growth Index(^RAG)
This Mutual Fund (YTD)
+13.06%
Peer Avg (YTD)
+18.52%
vs Peers
-5.46%

ISCGX Mutual Fund Performance

ISCGX performance across multiple time periods: 1-month 5.07%, YTD 13.06%, 1-year 17.57%, 3-year 11.11%, 5-year 4.63%, 10-year 12.12%.

ISCGX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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