Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
IGIUX (INTEGRITY GROWTH & INCOME FUND INTEGRITY GROWTH & INCOME FUND CLASS C) 20.55% 34.72% 23.14% 13.50% 14.59% NA NA
Data as of 06/10/2026, Common starting date is 08/06/2015
More Performance Analytics Comparison
Name Start Date End Date
IGIUX (INTEGRITY GROWTH & INCOME FUND INTEGRITY GROWTH & INCOME FUND CLASS C) 08/06/2015 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Annualized Return (%) -4.27 34.72 23.14 13.50 14.59 NA NA 20.55 19.69 19.00 24.31 -21.90 26.76 16.72 32.58 -2.27 17.79 9.18 -5.79
Sharpe Ratio NA 2.33 1.30 0.62 0.72 NA NA 3.00 0.87 1.14 1.51 -0.92 2.10 0.51 2.60 -0.22 2.57 0.71 -0.73
Standard Deviation(%) NA 15.53 16.17 18.09 18.12 NA NA 18.70 19.67 13.45 13.80 25.43 12.71 32.43 11.95 16.30 6.70 12.60 18.92
Draw Down(%) NA 7.02 19.29 30.59 31.22 NA NA 7.02 19.29 9.13 10.45 30.51 5.53 31.22 6.58 17.11 3.28 9.64 10.92
Yield(%) 0.00 3.91 3.15 2.16 4.74 3.15 2.36 0.00 4.12 2.25 1.99 0.69 0.70 0.98 11.70 6.29 7.18 1.75 1.85
Data as of 06/10/2026, Common starting date is 08/06/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IGIUX (INTEGRITY GROWTH & INCOME FUND INTEGRITY GROWTH & INCOME FUND CLASS C) 4.22%
Sep 2019 – Sep 2022
7.62%
Sep 2017 – Sep 2022
12.42%
Nov 2015 – Nov 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IGIUX (INTEGRITY GROWTH & INCOME FUND INTEGRITY GROWTH & INCOME FUND CLASS C) 25.66%
May 2023 – May 2026
17.69%
Dec 2016 – Dec 2021
14.88%
May 2016 – May 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return