SGENX Mutual Fund

NAV$89.08

Returns Overview

1 Month
-2.92%
3 Months
+2.86%
6 Months
+4.64%
YTD
+3.95%
1 Year
+20.08%
3 Years (annualized)
+16.69%
5 Years (annualized)
+10.57%
10 Years (annualized)
+9.82%

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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+3.95%
Peer Avg (YTD)
+5.93%
vs Peers
-1.98%

SGENX Mutual Fund Performance

SGENX performance across multiple time periods: 1-month -2.92%, YTD 3.95%, 1-year 20.08%, 3-year 16.69%, 5-year 10.57%, 10-year 9.82%.

SGENX returns trail the peer average of 5.93% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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