ISVGX Mutual Fund

ISVGX Mutual Fund

NAV$23.51
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Returns Overview

1 Month
-0.56%
3 Months
+0.61%
6 Months
+18.37%
YTD
+8.89%
1 Year
+15.29%
3 Years (annualized)
+20.06%
5 Years (annualized)
+12.59%
10 Years (annualized)
+14.81%

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
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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 500 Index(SPX)
This Mutual Fund (YTD)
+8.89%
Peer Avg (YTD)
+9.98%
vs Peers
-1.10%

ISVGX Mutual Fund Performance

ISVGX performance across multiple time periods: 1-month -0.56%, YTD 8.89%, 1-year 15.29%, 3-year 20.06%, 5-year 12.59%, 10-year 14.81%.

ISVGX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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