SDGTX Mutual Fund

NAV$137.29

Returns Overview

1 Month
-2.30%
3 Months
+16.24%
6 Months
+3.58%
YTD
+3.72%
1 Year
+8.46%
3 Years (annualized)
+20.33%
5 Years (annualized)
+13.52%
10 Years (annualized)
+18.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SDGTX 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)
+3.72%
Peer Avg (YTD)
+8.97%
vs Peers
-5.25%

SDGTX Mutual Fund Performance

SDGTX performance across multiple time periods: 1-month -2.30%, YTD 3.72%, 1-year 8.46%, 3-year 20.33%, 5-year 13.52%, 10-year 18.20%.

SDGTX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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