SGFCX Mutual Fund

SGFCX Mutual Fund

NAV$48.53
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Returns Overview

1 Month
-0.81%
3 Months
+1.55%
6 Months
+3.13%
YTD
+1.01%
1 Year
+4.69%
3 Years (annualized)
+16.58%
5 Years (annualized)
+4.58%
10 Years (annualized)
+14.92%

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
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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+1.01%
Peer Avg (YTD)
+9.54%
vs Peers
-8.52%

SGFCX Mutual Fund Performance

SGFCX performance across multiple time periods: 1-month -0.81%, YTD 1.01%, 1-year 4.69%, 3-year 16.58%, 5-year 4.58%, 10-year 14.92%.

SGFCX returns trail the peer average of 9.54% 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.