SDGTX Mutual Fund

SDGTX Mutual Fund

NAV$140.65
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Returns Overview

1 Month
+3.74%
3 Months
-0.72%
6 Months
+11.30%
YTD
+5.40%
1 Year
+6.98%
3 Years (annualized)
+20.34%
5 Years (annualized)
+12.57%
10 Years (annualized)
+17.73%

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
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📉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)
+5.40%
Peer Avg (YTD)
+8.51%
vs Peers
-3.11%

SDGTX Mutual Fund Performance

SDGTX performance across multiple time periods: 1-month 3.74%, YTD 5.40%, 1-year 6.98%, 3-year 20.34%, 5-year 12.57%, 10-year 17.73%.

SDGTX returns trail the peer average of 8.51% 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.