SGGAX Mutual Fund

SGGAX Mutual Fund

NAV$76.84
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Returns Overview

1 Month
-7.06%
3 Months
-2.50%
6 Months
-0.84%
YTD
+0.84%
1 Year
-2.19%
3 Years (annualized)
+20.74%
5 Years (annualized)
+7.11%
10 Years (annualized)
+15.42%

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)
+0.84%
Peer Avg (YTD)
+5.23%
vs Peers
-4.39%

SGGAX Mutual Fund Performance

SGGAX performance across multiple time periods: 1-month -7.06%, YTD 0.84%, 1-year -2.19%, 3-year 20.74%, 5-year 7.11%, 10-year 15.42%.

SGGAX returns trail the peer average of 5.23% 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.