SGAAX Mutual Fund

SGAAX Mutual Fund

NAV$20.11
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Returns Overview

1 Month
+3.17%
3 Months
+1.51%
6 Months
+5.61%
YTD
-1.32%
1 Year
-2.40%
3 Years (annualized)
+5.59%
5 Years (annualized)
-0.27%
10 Years (annualized)
+8.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGAAX 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
MSCI All Country World Growth Index (net div)
This Mutual Fund (YTD)
-1.32%
Peer Avg (YTD)
+8.51%
vs Peers
-9.83%

SGAAX Mutual Fund Performance

SGAAX performance across multiple time periods: 1-month 3.17%, YTD -1.32%, 1-year -2.40%, 3-year 5.59%, 5-year -0.27%, 10-year 8.86%.

SGAAX returns trail the peer average of 8.51% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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