SGDLX Mutual Fund

SGDLX Mutual Fund

NAV$146.84
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Returns Overview

1 Month
-1.26%
3 Months
-12.16%
6 Months
-17.72%
YTD
-9.26%
1 Year
+56.08%
3 Years (annualized)
+38.69%
5 Years (annualized)
+17.77%
10 Years (annualized)
+9.45%

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)
-9.26%
Peer Avg (YTD)
-9.57%
vs Peers
+0.30%

SGDLX Mutual Fund Performance

SGDLX performance across multiple time periods: 1-month -1.26%, YTD -9.26%, 1-year 56.08%, 3-year 38.69%, 5-year 17.77%, 10-year 9.45%.

SGDLX returns outperform the peer average of -9.57% 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.