SGDLX Mutual Fund

SGDLX Mutual Fund

NAV$126.38
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Returns Overview

1 Month
-14.44%
3 Months
+0.22%
6 Months
-11.96%
YTD
-9.06%
1 Year
+9.19%
3 Years (annualized)
+44.60%
5 Years (annualized)
+18.72%
10 Years (annualized)
+11.37%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Philadelphia Stock Exchange Gold and Silver Sector Total Return Index
This Mutual Fund (YTD)
-9.06%
Peer Avg (YTD)
-12.03%
vs Peers
+2.96%

SGDLX Mutual Fund Performance

SGDLX performance across multiple time periods: 1-month -14.44%, YTD -9.06%, 1-year 9.19%, 3-year 44.60%, 5-year 18.72%, 10-year 11.37%.

SGDLX returns outperform the peer average of -12.03% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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