Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IGIVX (INTEGRITY GROWTH & INCOME FUND INTEGRITY GROWTH & INCOME FUND CLASS I) | 22.42% | 40.22% | 25.51% | 14.87% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/04/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IGIVX (INTEGRITY GROWTH & INCOME FUND INTEGRITY GROWTH & INCOME FUND CLASS I) | 08/04/2016 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.27 | 40.22 | 25.51 | 14.87 | NA | NA | NA | … | … | 22.42 | 20.89 | 20.20 | 25.56 | -21.13 | 27.94 | 17.43 | 33.45 | -1.58 | 18.96 | 3.68 |
| Sharpe Ratio | NA | 2.68 | 1.44 | 0.71 | NA | NA | NA | … | … | 3.67 | 0.93 | 1.24 | 1.60 | -0.89 | 2.20 | 0.53 | 2.68 | -0.18 | 2.74 | 0.95 |
| Standard Deviation(%) | NA | 15.10 | 16.04 | 18.00 | NA | NA | NA | … | … | 18.18 | 19.67 | 13.32 | 13.81 | 25.42 | 12.71 | 32.44 | 11.94 | 16.29 | 6.70 | 9.43 |
| Draw Down(%) | NA | 6.85 | 19.19 | 30.04 | NA | NA | NA | … | … | 6.85 | 19.19 | 9.08 | 10.23 | 29.97 | 5.45 | 31.17 | 6.52 | 16.96 | 3.16 | 4.65 |
| Yield(%) | 0.00 | 4.26 | 3.92 | 2.79 | 5.39 | 3.59 | 2.69 | … | … | 0.00 | 4.42 | 3.05 | 3.01 | 1.20 | 1.09 | 0.97 | 11.60 | 6.33 | 8.31 | 2.53 |
Data as of 06/05/2026, Common starting date is 08/04/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IGIVX (INTEGRITY GROWTH & INCOME FUND INTEGRITY GROWTH & INCOME FUND CLASS I) |
5.08%
Sep 2019 – Sep 2022 |
8.46%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IGIVX (INTEGRITY GROWTH & INCOME FUND INTEGRITY GROWTH & INCOME FUND CLASS I) |
26.92%
May 2023 – May 2026 |
18.61%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart