ISVGX Mutual Fund

NAV$23.34

Returns Overview

1 Month
-0.56%
3 Months
+17.65%
6 Months
+8.82%
YTD
+8.23%
1 Year
+21.70%
3 Years (annualized)
+19.74%
5 Years (annualized)
+14.17%
10 Years (annualized)
+16.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISVGX 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
PROUpgrade to run

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 500 Index(SPX)
This Mutual Fund (YTD)
+8.23%
Peer Avg (YTD)
+9.51%
vs Peers
-1.28%

ISVGX Mutual Fund Performance

ISVGX performance across multiple time periods: 1-month -0.56%, YTD 8.23%, 1-year 21.70%, 3-year 19.74%, 5-year 14.17%, 10-year 16.40%.

ISVGX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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