SAGPX Mutual Fund

SAGPX Mutual Fund

NAV$21.68
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Returns Overview

1 Month
+0.14%
3 Months
+3.55%
6 Months
+7.15%
YTD
+9.18%
1 Year
+17.48%
3 Years (annualized)
+14.86%
5 Years (annualized)
+7.94%
10 Years (annualized)
+9.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SAGPX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+9.18%
Peer Avg (YTD)
+6.57%
vs Peers
+2.61%

SAGPX Mutual Fund Performance

SAGPX performance across multiple time periods: 1-month 0.14%, YTD 9.18%, 1-year 17.48%, 3-year 14.86%, 5-year 7.94%, 10-year 9.95%.

SAGPX returns outperform the peer average of 6.57% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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