SGFFX Mutual Fund

SGFFX Mutual Fund

NAV$54.39
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Returns Overview

1 Month
-0.77%
3 Months
+1.68%
6 Months
+3.37%
YTD
+1.31%
1 Year
+5.21%
3 Years (annualized)
+17.19%
5 Years (annualized)
+5.11%
10 Years (annualized)
+15.53%

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
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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)
+1.31%
Peer Avg (YTD)
+9.54%
vs Peers
-8.22%

SGFFX Mutual Fund Performance

SGFFX performance across multiple time periods: 1-month -0.77%, YTD 1.31%, 1-year 5.21%, 3-year 17.19%, 5-year 5.11%, 10-year 15.53%.

SGFFX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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