SCGPX Mutual Fund

NAV$18.97

Returns Overview

1 Month
+0.27%
3 Months
+10.73%
6 Months
+9.24%
YTD
+8.60%
1 Year
+17.49%
3 Years (annualized)
+14.92%
5 Years (annualized)
+7.25%
10 Years (annualized)
+9.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCGPX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+8.60%
Peer Avg (YTD)
+6.73%
vs Peers
+1.87%

SCGPX Mutual Fund Performance

SCGPX performance across multiple time periods: 1-month 0.27%, YTD 8.60%, 1-year 17.49%, 3-year 14.92%, 5-year 7.25%, 10-year 9.45%.

SCGPX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.85%, investors should weigh costs against performance when evaluating this mutual fund.

SCGPX performance comparison shows side-by-side returns with another fund. SCGPX alternatives are available in the Mutual Fund Screener.