ISGDX Mutual Fund

ISGDX Mutual Fund

NAV$15.95
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Returns Overview

1 Month
-5.08%
3 Months
+5.73%
6 Months
+15.32%
YTD
+17.86%
1 Year
+34.26%
3 Years (annualized)
+18.59%
5 Years (annualized)
+8.05%
10 Years (annualized)
+11.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISGDX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+17.86%
Peer Avg (YTD)
+15.31%
vs Peers
+2.55%

ISGDX Mutual Fund Performance

ISGDX performance across multiple time periods: 1-month -5.08%, YTD 17.86%, 1-year 34.26%, 3-year 18.59%, 5-year 8.05%, 10-year 11.21%.

ISGDX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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