SGCAX Mutual Fund

SGCAX Mutual Fund

NAV$10.40
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Returns Overview

1 Month
+0.80%
3 Months
+0.53%
6 Months
-2.66%
YTD
-1.91%
1 Year
-1.60%
3 Years (annualized)
+1.94%
5 Years (annualized)
-0.20%
10 Years (annualized)
+1.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGCAX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-1.91%
Peer Avg (YTD)
-1.01%
vs Peers
-0.89%

SGCAX Mutual Fund Performance

SGCAX performance across multiple time periods: 1-month 0.80%, YTD -1.91%, 1-year -1.60%, 3-year 1.94%, 5-year -0.20%, 10-year 1.67%.

SGCAX returns trail the peer average of -1.01% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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