SDGCX Mutual Fund

SDGCX Mutual Fund

NAV$87.18
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Returns Overview

1 Month
-2.14%
3 Months
+0.76%
6 Months
+2.87%
YTD
+0.96%
1 Year
+1.95%
3 Years (annualized)
+14.10%
5 Years (annualized)
+6.60%
10 Years (annualized)
+13.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SDGCX 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)
+0.96%
Peer Avg (YTD)
+6.23%
vs Peers
-5.27%

SDGCX Mutual Fund Performance

SDGCX performance across multiple time periods: 1-month -2.14%, YTD 0.96%, 1-year 1.95%, 3-year 14.10%, 5-year 6.60%, 10-year 13.73%.

SDGCX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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