SAGWX Mutual Fund

SAGWX Mutual Fund

NAV$7.52
See how much of SAGWX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.02%
3 Months
+10.32%
6 Months
+12.58%
YTD
+14.93%
1 Year
+25.26%
3 Years (annualized)
+14.40%
5 Years (annualized)
+8.09%
10 Years (annualized)
+11.97%

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)
+14.93%
Peer Avg (YTD)
+15.31%
vs Peers
-0.38%

SAGWX Mutual Fund Performance

SAGWX performance across multiple time periods: 1-month 3.02%, YTD 14.93%, 1-year 25.26%, 3-year 14.40%, 5-year 8.09%, 10-year 11.97%.

SAGWX returns trail the peer average of 15.31% 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.