SDGCX Mutual Fund

NAV$87.51

Returns Overview

1 Month
-2.38%
3 Months
+15.93%
6 Months
+3.02%
YTD
+3.17%
1 Year
+7.28%
3 Years (annualized)
+20.23%
5 Years (annualized)
+13.81%
10 Years (annualized)
+22.08%

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
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)
+3.17%
Peer Avg (YTD)
+8.97%
vs Peers
-5.80%

SDGCX Mutual Fund Performance

SDGCX performance across multiple time periods: 1-month -2.38%, YTD 3.17%, 1-year 7.28%, 3-year 20.23%, 5-year 13.81%, 10-year 22.08%.

SDGCX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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