SCGRX Mutual Fund

SCGRX Mutual Fund

NAV$17.65
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Returns Overview

1 Month
-1.06%
3 Months
+0.11%
6 Months
+3.53%
YTD
+7.77%
1 Year
+8.83%
3 Years (annualized)
+17.09%
5 Years (annualized)
+7.59%
10 Years (annualized)
+8.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCGRX 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)
+7.77%
Peer Avg (YTD)
+6.20%
vs Peers
+1.57%

SCGRX Mutual Fund Performance

SCGRX performance across multiple time periods: 1-month -1.06%, YTD 7.77%, 1-year 8.83%, 3-year 17.09%, 5-year 7.59%, 10-year 8.96%.

SCGRX returns outperform the peer average of 6.20% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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