SAGAX Mutual Fund

NAV$58.40

Returns Overview

1 Month
-1.10%
3 Months
+23.42%
6 Months
+5.24%
YTD
+5.58%
1 Year
+3.28%
3 Years (annualized)
+19.57%
5 Years (annualized)
+1.61%
10 Years (annualized)
+19.79%

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
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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
+5.58%
Peer Avg (YTD)
+16.06%
vs Peers
-10.48%

SAGAX Mutual Fund Performance

SAGAX performance across multiple time periods: 1-month -1.10%, YTD 5.58%, 1-year 3.28%, 3-year 19.57%, 5-year 1.61%, 10-year 19.79%.

SAGAX returns trail the peer average of 16.06% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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