ISGKX Mutual Fund

NAV$9.83
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Returns Overview

1 Month
+0.18%
3 Months
+10.53%
6 Months
+7.59%
YTD
+7.16%
1 Year
+14.80%
3 Years (annualized)
+12.95%
5 Years (annualized)
+6.30%
10 Years (annualized)
+8.08%

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
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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)
+7.16%
Peer Avg (YTD)
+5.87%
vs Peers
+1.30%

ISGKX Mutual Fund Performance

ISGKX performance across multiple time periods: 1-month 0.18%, YTD 7.16%, 1-year 14.80%, 3-year 12.95%, 5-year 6.30%, 10-year 8.08%.

ISGKX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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