SGHAX Mutual Fund

NAV$6.28

Returns Overview

1 Month
+0.22%
3 Months
+2.80%
6 Months
+2.39%
YTD
+2.39%
1 Year
+6.77%
3 Years (annualized)
+8.28%
5 Years (annualized)
+3.29%
10 Years (annualized)
+4.94%

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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
ICE BofA Non-Financial Developed Markets High Yield Constrained (Hedged) Index(ICEBOFANFDMHYCHI)
This Mutual Fund (YTD)
+2.39%
Peer Avg (YTD)
+0.99%
vs Peers
+1.40%

SGHAX Mutual Fund Performance

SGHAX performance across multiple time periods: 1-month 0.22%, YTD 2.39%, 1-year 6.77%, 3-year 8.28%, 5-year 3.29%, 10-year 4.94%.

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

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