ISGAX Mutual Fund

ISGAX Mutual Fund

NAV$9.53
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Returns Overview

1 Month
-1.57%
3 Months
-12.06%
6 Months
-2.89%
YTD
-5.81%
1 Year
-3.88%
3 Years (annualized)
+15.85%
5 Years (annualized)
+7.34%
10 Years (annualized)
+8.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISGAX 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
S&P Target Risk Growth Index(^SPTGGU:SP)
This Mutual Fund (YTD)
-5.81%
Peer Avg (YTD)
+4.96%
vs Peers
-10.77%

ISGAX Mutual Fund Performance

ISGAX performance across multiple time periods: 1-month -1.57%, YTD -5.81%, 1-year -3.88%, 3-year 15.85%, 5-year 7.34%, 10-year 8.72%.

ISGAX returns trail the peer average of 4.96% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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