SAGAX Mutual Fund

SAGAX Mutual Fund

NAV$63.19
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Returns Overview

1 Month
+6.29%
3 Months
-2.12%
6 Months
+13.52%
YTD
+4.50%
1 Year
+3.53%
3 Years (annualized)
+18.67%
5 Years (annualized)
+0.23%
10 Years (annualized)
+14.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SAGAX 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
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📉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
Russell 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
+4.50%
Peer Avg (YTD)
+14.35%
vs Peers
-9.85%

SAGAX Mutual Fund Performance

SAGAX performance across multiple time periods: 1-month 6.29%, YTD 4.50%, 1-year 3.53%, 3-year 18.67%, 5-year 0.23%, 10-year 14.20%.

SAGAX returns trail the peer average of 14.35% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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