ISGDX Mutual Fund

ISGDX Mutual Fund

NAV$15.18
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Returns Overview

1 Month
+2.39%
3 Months
+2.78%
6 Months
+20.12%
YTD
+20.67%
1 Year
+29.13%
3 Years (annualized)
+21.49%
5 Years (annualized)
+3.60%
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
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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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+20.67%
Peer Avg (YTD)
+15.20%
vs Peers
+5.47%

ISGDX Mutual Fund Performance

ISGDX performance across multiple time periods: 1-month 2.39%, YTD 20.67%, 1-year 29.13%, 3-year 21.49%, 5-year 3.60%, 10-year 11.21%.

ISGDX returns outperform the peer average of 15.20% 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.