SGGAX Mutual Fund

SGGAX Mutual Fund

NAV$86.54
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Returns Overview

1 Month
-3.00%
3 Months
+18.71%
6 Months
+6.06%
YTD
+6.19%
1 Year
+15.75%
3 Years (annualized)
+20.29%
5 Years (annualized)
+13.07%
10 Years (annualized)
+19.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGGAX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+6.19%
Peer Avg (YTD)
+8.97%
vs Peers
-2.78%

SGGAX Mutual Fund Performance

SGGAX performance across multiple time periods: 1-month -3.00%, YTD 6.19%, 1-year 15.75%, 3-year 20.29%, 5-year 13.07%, 10-year 19.98%.

SGGAX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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