SGARX Mutual Fund

SGARX Mutual Fund

NAV$21.81
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Returns Overview

1 Month
+3.25%
3 Months
+1.62%
6 Months
+5.79%
YTD
-1.08%
1 Year
-2.05%
3 Years (annualized)
+6.00%
5 Years (annualized)
+0.14%
10 Years (annualized)
+9.32%

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
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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)
-1.08%
Peer Avg (YTD)
+8.51%
vs Peers
-9.59%

SGARX Mutual Fund Performance

SGARX performance across multiple time periods: 1-month 3.25%, YTD -1.08%, 1-year -2.05%, 3-year 6.00%, 5-year 0.14%, 10-year 9.32%.

SGARX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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