SGAPX Mutual Fund

SGAPX Mutual Fund

NAV$20.60
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Returns Overview

1 Month
+3.24%
3 Months
+1.57%
6 Months
+5.71%
YTD
-1.15%
1 Year
-2.16%
3 Years (annualized)
+5.86%
5 Years (annualized)
-0.02%
10 Years (annualized)
+9.06%

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)
-1.15%
Peer Avg (YTD)
+8.51%
vs Peers
-9.65%

SGAPX Mutual Fund Performance

SGAPX performance across multiple time periods: 1-month 3.24%, YTD -1.15%, 1-year -2.16%, 3-year 5.86%, 5-year -0.02%, 10-year 9.06%.

SGAPX returns trail the peer average of 8.51% 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.