SGARX Mutual Fund

NAV$21.81

Returns Overview

1 Month
-4.68%
3 Months
+6.63%
6 Months
-7.63%
YTD
-7.21%
1 Year
+0.19%
3 Years (annualized)
+8.75%
5 Years (annualized)
+3.89%
10 Years (annualized)
+12.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGARX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI All Country World Growth Index (net div)
This Mutual Fund (YTD)
-7.21%
Peer Avg (YTD)
+8.97%
vs Peers
-16.18%

SGARX Mutual Fund Performance

SGARX performance across multiple time periods: 1-month -4.68%, YTD -7.21%, 1-year 0.19%, 3-year 8.75%, 5-year 3.89%, 10-year 12.65%.

SGARX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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