SGHAX Mutual Fund

SGHAX Mutual Fund

NAV$6.20
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Returns Overview

1 Month
-0.26%
3 Months
+0.73%
6 Months
+1.54%
YTD
+2.12%
1 Year
+5.96%
3 Years (annualized)
+7.82%
5 Years (annualized)
+3.82%
10 Years (annualized)
+5.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGHAX 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
PROUpgrade to run
🏦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
ICE BofA Non-Financial Developed Markets High Yield Constrained (Hedged) Index(ICEBOFANFDMHYCHI)
This Mutual Fund (YTD)
+2.12%
Peer Avg (YTD)
+0.25%
vs Peers
+1.88%

SGHAX Mutual Fund Performance

SGHAX performance across multiple time periods: 1-month -0.26%, YTD 2.12%, 1-year 5.96%, 3-year 7.82%, 5-year 3.82%, 10-year 5.00%.

SGHAX returns outperform the peer average of 0.25% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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