SDGTX Mutual Fund

SDGTX Mutual Fund

NAV$135.30
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Returns Overview

1 Month
-2.04%
3 Months
+1.03%
6 Months
+3.45%
YTD
+1.60%
1 Year
+3.07%
3 Years (annualized)
+15.36%
5 Years (annualized)
+7.77%
10 Years (annualized)
+14.96%

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
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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)
+1.60%
Peer Avg (YTD)
+6.23%
vs Peers
-4.63%

SDGTX Mutual Fund Performance

SDGTX performance across multiple time periods: 1-month -2.04%, YTD 1.60%, 1-year 3.07%, 3-year 15.36%, 5-year 7.77%, 10-year 14.96%.

SDGTX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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