ISGKX Mutual Fund

ISGKX Mutual Fund

NAV$9.77
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Returns Overview

1 Month
-1.01%
3 Months
+2.56%
6 Months
+5.05%
YTD
+6.08%
1 Year
+12.52%
3 Years (annualized)
+11.81%
5 Years (annualized)
+5.86%
10 Years (annualized)
+7.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISGKX 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)
+6.08%
Peer Avg (YTD)
+5.54%
vs Peers
+0.55%

ISGKX Mutual Fund Performance

ISGKX performance across multiple time periods: 1-month -1.01%, YTD 6.08%, 1-year 12.52%, 3-year 11.81%, 5-year 5.86%, 10-year 7.93%.

ISGKX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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