SGFCX Mutual Fund

NAV$49.44

Returns Overview

1 Month
-2.51%
3 Months
+13.55%
6 Months
+1.13%
YTD
+1.84%
1 Year
+6.22%
3 Years (annualized)
+17.59%
5 Years (annualized)
+3.71%
10 Years (annualized)
+15.10%

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
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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+1.84%
Peer Avg (YTD)
+10.82%
vs Peers
-8.98%

SGFCX Mutual Fund Performance

SGFCX performance across multiple time periods: 1-month -2.51%, YTD 1.84%, 1-year 6.22%, 3-year 17.59%, 5-year 3.71%, 10-year 15.10%.

SGFCX returns trail the peer average of 10.82% YTD. With an expense ratio of 2.28%, investors should weigh costs against performance when evaluating this mutual fund.

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