ISGRX Mutual Fund

ISGRX Mutual Fund

NAV$13.59
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Returns Overview

1 Month
+2.80%
3 Months
+8.56%
6 Months
+10.95%
YTD
+12.19%
1 Year
+15.40%
3 Years (annualized)
+3.42%
5 Years (annualized)
+8.64%
10 Years (annualized)
+7.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISGRX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+12.19%
Peer Avg (YTD)
+10.20%
vs Peers
+1.99%

ISGRX Mutual Fund Performance

ISGRX performance across multiple time periods: 1-month 2.80%, YTD 12.19%, 1-year 15.40%, 3-year 3.42%, 5-year 8.64%, 10-year 7.24%.

ISGRX returns outperform the peer average of 10.20% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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