ISGJX Mutual Fund

NAV$10.26
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Returns Overview

1 Month
+0.18%
3 Months
+10.51%
6 Months
+7.58%
YTD
+7.27%
1 Year
+15.06%
3 Years (annualized)
+13.23%
5 Years (annualized)
+6.56%
10 Years (annualized)
+8.61%

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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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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
S&P Target Risk Growth Index(^SPTGGU:SP)
This Mutual Fund (YTD)
+7.27%
Peer Avg (YTD)
+5.87%
vs Peers
+1.41%

ISGJX Mutual Fund Performance

ISGJX performance across multiple time periods: 1-month 0.18%, YTD 7.27%, 1-year 15.06%, 3-year 13.23%, 5-year 6.56%, 10-year 8.61%.

ISGJX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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