SDGAX Mutual Fund

NAV$132.81

Returns Overview

1 Month
-2.32%
3 Months
+16.17%
6 Months
+3.46%
YTD
+3.60%
1 Year
+8.22%
3 Years (annualized)
+20.13%
5 Years (annualized)
+13.35%
10 Years (annualized)
+20.13%

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
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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+3.60%
Peer Avg (YTD)
+8.97%
vs Peers
-5.37%

SDGAX Mutual Fund Performance

SDGAX performance across multiple time periods: 1-month -2.32%, YTD 3.60%, 1-year 8.22%, 3-year 20.13%, 5-year 13.35%, 10-year 20.13%.

SDGAX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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