SGFFX Mutual Fund

NAV$55.59

Returns Overview

1 Month
-2.48%
3 Months
+13.68%
6 Months
+1.38%
YTD
+2.10%
1 Year
+6.76%
3 Years (annualized)
+18.18%
5 Years (annualized)
+4.23%
10 Years (annualized)
+15.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGFFX 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)
+2.10%
Peer Avg (YTD)
+10.82%
vs Peers
-8.71%

SGFFX Mutual Fund Performance

SGFFX performance across multiple time periods: 1-month -2.48%, YTD 2.10%, 1-year 6.76%, 3-year 18.18%, 5-year 4.23%, 10-year 15.70%.

SGFFX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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