SDGAX Mutual Fund

SDGAX Mutual Fund

NAV$134.79
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Returns Overview

1 Month
+3.71%
3 Months
-0.78%
6 Months
+11.17%
YTD
+5.24%
1 Year
+6.73%
3 Years (annualized)
+16.99%
5 Years (annualized)
+7.78%
10 Years (annualized)
+15.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SDGAX 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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+5.24%
Peer Avg (YTD)
+8.51%
vs Peers
-3.27%

SDGAX Mutual Fund Performance

SDGAX performance across multiple time periods: 1-month 3.71%, YTD 5.24%, 1-year 6.73%, 3-year 16.99%, 5-year 7.78%, 10-year 15.06%.

SDGAX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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