SGFCX Mutual Fund

SGFCX Mutual Fund

NAV$49.79
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Returns Overview

1 Month
+2.09%
3 Months
-1.27%
6 Months
+9.37%
YTD
+3.13%
1 Year
+5.36%
3 Years (annualized)
+17.79%
5 Years (annualized)
+4.24%
10 Years (annualized)
+15.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGFCX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.13%
Peer Avg (YTD)
+9.89%
vs Peers
-6.76%

SGFCX Mutual Fund Performance

SGFCX performance across multiple time periods: 1-month 2.09%, YTD 3.13%, 1-year 5.36%, 3-year 17.79%, 5-year 4.24%, 10-year 15.41%.

SGFCX returns trail the peer average of 9.89% YTD. With an expense ratio of 2.28%, investors should weigh costs against performance when evaluating this mutual fund.

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