ISGJX Mutual Fund

ISGJX Mutual Fund

NAV$10.15
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Returns Overview

1 Month
+1.68%
3 Months
+0.87%
6 Months
+6.51%
YTD
+8.01%
1 Year
+12.81%
3 Years (annualized)
+13.29%
5 Years (annualized)
+6.10%
10 Years (annualized)
+8.37%

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)
+8.01%
Peer Avg (YTD)
+6.28%
vs Peers
+1.73%

ISGJX Mutual Fund Performance

ISGJX performance across multiple time periods: 1-month 1.68%, YTD 8.01%, 1-year 12.81%, 3-year 13.29%, 5-year 6.10%, 10-year 8.37%.

ISGJX returns outperform the peer average of 6.28% 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.