SAGWX Mutual Fund

SAGWX Mutual Fund

NAV$7.51
See how much of SAGWX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+5.09%
3 Months
+3.77%
6 Months
+14.48%
YTD
+19.26%
1 Year
+25.41%
3 Years (annualized)
+20.59%
5 Years (annualized)
+8.47%
10 Years (annualized)
+11.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SAGWX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+19.26%
Peer Avg (YTD)
+12.21%
vs Peers
+7.05%

SAGWX Mutual Fund Performance

SAGWX performance across multiple time periods: 1-month 5.09%, YTD 19.26%, 1-year 25.41%, 3-year 20.59%, 5-year 8.47%, 10-year 11.86%.

SAGWX returns outperform the peer average of 12.21% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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