SGENX Mutual Fund

SGENX Mutual Fund

NAV$90.92
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Returns Overview

1 Month
+3.36%
3 Months
+2.10%
6 Months
+1.97%
YTD
+7.44%
1 Year
+24.62%
3 Years (annualized)
+17.08%
5 Years (annualized)
+11.15%
10 Years (annualized)
+9.79%

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)
+7.44%
Peer Avg (YTD)
+5.79%
vs Peers
+1.65%

SGENX Mutual Fund Performance

SGENX performance across multiple time periods: 1-month 3.36%, YTD 7.44%, 1-year 24.62%, 3-year 17.08%, 5-year 11.15%, 10-year 9.79%.

SGENX returns outperform the peer average of 5.79% 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.