SAGYX Mutual Fund

SAGYX Mutual Fund

NAV$137.45
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Returns Overview

1 Month
-3.69%
3 Months
+2.25%
6 Months
+3.04%
YTD
-0.26%
1 Year
+2.39%
3 Years (annualized)
+10.07%
5 Years (annualized)
+2.79%
10 Years (annualized)
+7.54%

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
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 Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
-0.26%
Peer Avg (YTD)
+9.41%
vs Peers
-9.67%

SAGYX Mutual Fund Performance

SAGYX performance across multiple time periods: 1-month -3.69%, YTD -0.26%, 1-year 2.39%, 3-year 10.07%, 5-year 2.79%, 10-year 7.54%.

SAGYX returns trail the peer average of 9.41% 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.