SGENX Mutual Fund

SGENX Mutual Fund

NAV$88.73
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Returns Overview

1 Month
+2.01%
3 Months
+0.77%
6 Months
+2.89%
YTD
+8.27%
1 Year
+14.19%
3 Years (annualized)
+20.45%
5 Years (annualized)
+11.17%
10 Years (annualized)
+9.96%

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
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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)
+8.27%
Peer Avg (YTD)
+5.74%
vs Peers
+2.53%

SGENX Mutual Fund Performance

SGENX performance across multiple time periods: 1-month 2.01%, YTD 8.27%, 1-year 14.19%, 3-year 20.45%, 5-year 11.17%, 10-year 9.96%.

SGENX returns outperform the peer average of 5.74% 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.