SGGAX Mutual Fund

SGGAX Mutual Fund

NAV$87.61
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Returns Overview

1 Month
+2.88%
3 Months
-2.80%
6 Months
+11.71%
YTD
+6.41%
1 Year
+10.38%
3 Years (annualized)
+19.77%
5 Years (annualized)
+8.81%
10 Years (annualized)
+15.70%

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
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📉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)
+6.41%
Peer Avg (YTD)
+8.51%
vs Peers
-2.10%

SGGAX Mutual Fund Performance

SGGAX performance across multiple time periods: 1-month 2.88%, YTD 6.41%, 1-year 10.38%, 3-year 19.77%, 5-year 8.81%, 10-year 15.70%.

SGGAX returns trail the peer average of 8.51% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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