ISGDX Mutual Fund

NAV$16.29

Returns Overview

1 Month
+5.76%
3 Months
+29.17%
6 Months
+24.07%
YTD
+24.16%
1 Year
+43.00%
3 Years (annualized)
+22.06%
5 Years (annualized)
+4.40%

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
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 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+24.16%
Peer Avg (YTD)
+18.52%
vs Peers
+5.64%

ISGDX Mutual Fund Performance

ISGDX performance across multiple time periods: 1-month 5.76%, YTD 24.16%, 1-year 43.00%, 3-year 22.06%, 5-year 4.40%.

ISGDX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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