SGAPX Mutual Fund

NAV$20.51

Returns Overview

1 Month
-4.71%
3 Months
+6.58%
6 Months
-7.69%
YTD
-7.25%
1 Year
+0.60%
3 Years (annualized)
+8.81%
5 Years (annualized)
+3.89%
10 Years (annualized)
+12.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGAPX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI All Country World Growth Index (net div)
This Mutual Fund (YTD)
-7.25%
Peer Avg (YTD)
+8.97%
vs Peers
-16.22%

SGAPX Mutual Fund Performance

SGAPX performance across multiple time periods: 1-month -4.71%, YTD -7.25%, 1-year 0.60%, 3-year 8.81%, 5-year 3.89%, 10-year 12.50%.

SGAPX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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