SAGCX Mutual Fund

SAGCX Mutual Fund

NAV$125.66
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Returns Overview

1 Month
-2.33%
3 Months
+0.05%
6 Months
+2.03%
YTD
-0.80%
1 Year
+7.96%
3 Years (annualized)
+41.50%
5 Years (annualized)
+28.15%
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
PROUpgrade to run
📉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)
-0.80%
Peer Avg (YTD)
+9.28%
vs Peers
-10.07%

SAGCX Mutual Fund Performance

SAGCX performance across multiple time periods: 1-month -2.33%, YTD -0.80%, 1-year 7.96%, 3-year 41.50%, 5-year 28.15%, 10-year 27.47%.

SAGCX returns trail the peer average of 9.28% 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.