SAGYX Mutual Fund

SAGYX Mutual Fund

NAV$134.18
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Returns Overview

1 Month
+4.27%
3 Months
+1.35%
6 Months
+4.14%
YTD
+4.00%
1 Year
+5.85%
3 Years (annualized)
+9.90%
5 Years (annualized)
+1.35%
10 Years (annualized)
+7.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SAGYX 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)
+4.00%
Peer Avg (YTD)
+11.21%
vs Peers
-7.21%

SAGYX Mutual Fund Performance

SAGYX performance across multiple time periods: 1-month 4.27%, YTD 4.00%, 1-year 5.85%, 3-year 9.90%, 5-year 1.35%, 10-year 7.00%.

SAGYX returns trail the peer average of 11.21% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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