SGAXX Mutual Fund

SGAXX Mutual Fund

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Returns Overview

3 Months
+0.26%
6 Months
+0.67%
YTD
+1.24%
1 Year
+1.71%
3 Years (annualized)
+2.35%
5 Years (annualized)
+2.04%
10 Years (annualized)
+1.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGAXX 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
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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
Lipper US Treasury Money Market Index(^LUTRSMMFI)
This Mutual Fund (YTD)
+1.24%
Peer Avg (YTD)
+2.21%
vs Peers
-0.98%

SGAXX Mutual Fund Performance

SGAXX performance across multiple time periods: YTD 1.24%, 1-year 1.71%, 3-year 2.35%, 5-year 2.04%, 10-year 1.02%.

SGAXX returns trail the peer average of 2.21% YTD. With an expense ratio of 2.29%, investors should weigh costs against performance when evaluating this mutual fund.

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