SGACX Mutual Fund

SGACX Mutual Fund

NAV$16.51
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Returns Overview

1 Month
-2.16%
3 Months
-1.98%
6 Months
-2.68%
YTD
-6.69%
1 Year
-8.43%
3 Years (annualized)
+5.82%
5 Years (annualized)
-1.46%
10 Years (annualized)
+7.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGACX 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)
-6.69%
Peer Avg (YTD)
+5.23%
vs Peers
-11.92%

SGACX Mutual Fund Performance

SGACX performance across multiple time periods: 1-month -2.16%, YTD -6.69%, 1-year -8.43%, 3-year 5.82%, 5-year -1.46%, 10-year 7.89%.

SGACX returns trail the peer average of 5.23% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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