SGAPX Mutual Fund

SGAPX Mutual Fund

NAV$20.61
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Returns Overview

1 Month
+3.24%
3 Months
-0.45%
6 Months
-2.19%
YTD
-4.25%
1 Year
-6.51%
3 Years (annualized)
+4.99%
5 Years (annualized)
+0.30%
10 Years (annualized)
+8.73%

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
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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)
-4.25%
Peer Avg (YTD)
+6.23%
vs Peers
-10.48%

SGAPX Mutual Fund Performance

SGAPX performance across multiple time periods: 1-month 3.24%, YTD -4.25%, 1-year -6.51%, 3-year 4.99%, 5-year 0.30%, 10-year 8.73%.

SGAPX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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