ISGKX Mutual Fund

ISGKX Mutual Fund

NAV$9.74
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Returns Overview

1 Month
-1.54%
3 Months
-0.93%
6 Months
+18.77%
YTD
+15.16%
1 Year
+8.51%
3 Years (annualized)
+16.08%
5 Years (annualized)
+7.58%
10 Years (annualized)
+8.98%

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)
+15.16%
Peer Avg (YTD)
+4.97%
vs Peers
+10.19%

ISGKX Mutual Fund Performance

ISGKX performance across multiple time periods: 1-month -1.54%, YTD 15.16%, 1-year 8.51%, 3-year 16.08%, 5-year 7.58%, 10-year 8.98%.

ISGKX returns outperform the peer average of 4.97% 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.