SGAAX Mutual Fund

SGAAX Mutual Fund

NAV$20.04
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Returns Overview

1 Month
-4.69%
3 Months
+6.59%
6 Months
-7.75%
YTD
-7.35%
1 Year
+0.63%
3 Years (annualized)
+15.88%
5 Years (annualized)
+5.87%
10 Years (annualized)
+12.29%

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
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
MSCI All Country World Growth Index (net div)
This Mutual Fund (YTD)
-7.35%
Peer Avg (YTD)
+8.97%
vs Peers
-16.32%

SGAAX Mutual Fund Performance

SGAAX performance across multiple time periods: 1-month -4.69%, YTD -7.35%, 1-year 0.63%, 3-year 15.88%, 5-year 5.87%, 10-year 12.29%.

SGAAX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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