SDGTX Mutual Fund

SDGTX Mutual Fund

NAV$124.53
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Returns Overview

1 Month
-6.11%
3 Months
-1.14%
6 Months
-0.12%
YTD
+0.45%
1 Year
-2.88%
3 Years (annualized)
+18.18%
5 Years (annualized)
+6.47%
10 Years (annualized)
+15.00%

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)
+0.45%
Peer Avg (YTD)
+5.23%
vs Peers
-4.79%

SDGTX Mutual Fund Performance

SDGTX performance across multiple time periods: 1-month -6.11%, YTD 0.45%, 1-year -2.88%, 3-year 18.18%, 5-year 6.47%, 10-year 15.00%.

SDGTX returns trail the peer average of 5.23% 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.