ISGJX Mutual Fund

ISGJX Mutual Fund

NAV$10.19
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Returns Overview

1 Month
-0.97%
3 Months
+2.65%
6 Months
+5.14%
YTD
+6.23%
1 Year
+12.75%
3 Years (annualized)
+12.04%
5 Years (annualized)
+6.11%
10 Years (annualized)
+8.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISGJX 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
S&P Target Risk Growth Index(^SPTGGU:SP)
This Mutual Fund (YTD)
+6.23%
Peer Avg (YTD)
+5.54%
vs Peers
+0.69%

ISGJX Mutual Fund Performance

ISGJX performance across multiple time periods: 1-month -0.97%, YTD 6.23%, 1-year 12.75%, 3-year 12.04%, 5-year 6.11%, 10-year 8.22%.

ISGJX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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