SAGCX Mutual Fund

SAGCX Mutual Fund

NAV$131.71
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Returns Overview

1 Month
-3.77%
3 Months
+1.99%
6 Months
+2.51%
YTD
-0.84%
1 Year
+1.35%
3 Years (annualized)
+8.96%
5 Years (annualized)
+1.75%
10 Years (annualized)
+6.45%

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)
-0.84%
Peer Avg (YTD)
+9.41%
vs Peers
-10.26%

SAGCX Mutual Fund Performance

SAGCX performance across multiple time periods: 1-month -3.77%, YTD -0.84%, 1-year 1.35%, 3-year 8.96%, 5-year 1.75%, 10-year 6.45%.

SAGCX returns trail the peer average of 9.41% 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.