SGDLX Mutual Fund

NAV$135.70
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Returns Overview

1 Month
-13.47%
3 Months
-13.40%
6 Months
-8.61%
YTD
-8.10%
1 Year
+55.05%
3 Years (annualized)
+40.37%
5 Years (annualized)
+18.54%
10 Years (annualized)
+10.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGDLX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Philadelphia Stock Exchange Gold and Silver Sector Total Return Index
This Mutual Fund (YTD)
-8.10%
Peer Avg (YTD)
-8.74%
vs Peers
+0.63%

SGDLX Mutual Fund Performance

SGDLX performance across multiple time periods: 1-month -13.47%, YTD -8.10%, 1-year 55.05%, 3-year 40.37%, 5-year 18.54%, 10-year 10.51%.

SGDLX returns outperform the peer average of -8.74% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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