SGENX Mutual Fund

SGENX Mutual Fund

NAV$86.45
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Returns Overview

1 Month
+4.07%
3 Months
+4.43%
6 Months
+1.34%
YTD
+11.81%
1 Year
+24.15%
3 Years (annualized)
+19.63%
5 Years (annualized)
+11.95%
10 Years (annualized)
+10.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGENX 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
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📉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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+11.81%
Peer Avg (YTD)
+6.69%
vs Peers
+5.12%

SGENX Mutual Fund Performance

SGENX performance across multiple time periods: 1-month 4.07%, YTD 11.81%, 1-year 24.15%, 3-year 19.63%, 5-year 11.95%, 10-year 10.24%.

SGENX returns outperform the peer average of 6.69% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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