SCGCX Mutual Fund

SCGCX Mutual Fund

NAV$18.82
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Returns Overview

1 Month
-0.75%
3 Months
+3.22%
6 Months
+5.63%
YTD
+7.20%
1 Year
+15.03%
3 Years (annualized)
+12.87%
5 Years (annualized)
+7.17%
10 Years (annualized)
+8.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCGCX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+7.20%
Peer Avg (YTD)
+6.57%
vs Peers
+0.63%

SCGCX Mutual Fund Performance

SCGCX performance across multiple time periods: 1-month -0.75%, YTD 7.20%, 1-year 15.03%, 3-year 12.87%, 5-year 7.17%, 10-year 8.02%.

SCGCX returns outperform the peer average of 6.57% YTD. With an expense ratio of 1.73%, investors should weigh costs against performance when evaluating this mutual fund.

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