SDGZX Mutual Fund

SDGZX Mutual Fund

NAV$140.56
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Returns Overview

1 Month
+3.75%
3 Months
-0.70%
6 Months
+11.35%
YTD
+5.45%
1 Year
+7.05%
3 Years (annualized)
+17.34%
5 Years (annualized)
+8.11%
10 Years (annualized)
+15.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SDGZX 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)
+5.45%
Peer Avg (YTD)
+8.51%
vs Peers
-3.06%

SDGZX Mutual Fund Performance

SDGZX performance across multiple time periods: 1-month 3.75%, YTD 5.45%, 1-year 7.05%, 3-year 17.34%, 5-year 8.11%, 10-year 15.41%.

SDGZX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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