SFGRX Mutual Fund

NAV$17.09

Returns Overview

1 Month
-4.04%
3 Months
+13.33%
6 Months
+16.79%
YTD
+16.24%
1 Year
+32.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SFGRX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Morningstar Emerging Markets Net Return US Dollar Index(MOREMNRUSDI)
This Mutual Fund (YTD)
+16.24%
Peer Avg (YTD)
+23.08%
vs Peers
-6.84%

SFGRX Mutual Fund Performance

SFGRX performance across multiple time periods: 1-month -4.04%, YTD 16.24%, 1-year 32.87%.

SFGRX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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