SGGAX Mutual Fund

SGGAX Mutual Fund

NAV$84.69
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Returns Overview

1 Month
-2.60%
3 Months
+1.71%
6 Months
+4.68%
YTD
+3.43%
1 Year
+8.63%
3 Years (annualized)
+18.26%
5 Years (annualized)
+8.97%
10 Years (annualized)
+15.35%

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)
+3.43%
Peer Avg (YTD)
+6.23%
vs Peers
-2.80%

SGGAX Mutual Fund Performance

SGGAX performance across multiple time periods: 1-month -2.60%, YTD 3.43%, 1-year 8.63%, 3-year 18.26%, 5-year 8.97%, 10-year 15.35%.

SGGAX returns trail the peer average of 6.23% 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.