ISGAX Mutual Fund

ISGAX Mutual Fund

NAV$9.59
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Returns Overview

1 Month
-1.03%
3 Months
+2.52%
6 Months
+4.96%
YTD
+6.01%
1 Year
+12.21%
3 Years (annualized)
+11.51%
5 Years (annualized)
+5.60%
10 Years (annualized)
+7.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISGAX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Risk Growth Index(^SPTGGU:SP)
This Mutual Fund (YTD)
+6.01%
Peer Avg (YTD)
+5.54%
vs Peers
+0.47%

ISGAX Mutual Fund Performance

ISGAX performance across multiple time periods: 1-month -1.03%, YTD 6.01%, 1-year 12.21%, 3-year 11.51%, 5-year 5.60%, 10-year 7.67%.

ISGAX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

ISGAX vs another fund shows side-by-side returns. ISGAX alternatives are available in the Mutual Fund Screener.