SAGCX Mutual Fund

SAGCX Mutual Fund

NAV$129.94
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Returns Overview

1 Month
+4.19%
3 Months
+1.08%
6 Months
+3.60%
YTD
+3.31%
1 Year
+4.78%
3 Years (annualized)
+39.95%
5 Years (annualized)
+28.42%
10 Years (annualized)
+27.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SAGCX 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 Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+3.31%
Peer Avg (YTD)
+11.21%
vs Peers
-7.91%

SAGCX Mutual Fund Performance

SAGCX performance across multiple time periods: 1-month 4.19%, YTD 3.31%, 1-year 4.78%, 3-year 39.95%, 5-year 28.42%, 10-year 27.47%.

SAGCX returns trail the peer average of 11.21% YTD. With an expense ratio of 1.86%, investors should weigh costs against performance when evaluating this mutual fund.

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