SGHCX Mutual Fund

SGHCX Mutual Fund

NAV$6.24
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Returns Overview

1 Month
-0.48%
3 Months
+0.38%
6 Months
+1.01%
YTD
+1.70%
1 Year
+5.16%
3 Years (annualized)
+7.06%
5 Years (annualized)
+3.08%
10 Years (annualized)
+4.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGHCX 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
ICE BofA Non-Financial Developed Markets High Yield Constrained (Hedged) Index(ICEBOFANFDMHYCHI)
This Mutual Fund (YTD)
+1.70%
Peer Avg (YTD)
+0.25%
vs Peers
+1.45%

SGHCX Mutual Fund Performance

SGHCX performance across multiple time periods: 1-month -0.48%, YTD 1.70%, 1-year 5.16%, 3-year 7.06%, 5-year 3.08%, 10-year 4.26%.

SGHCX returns outperform the peer average of 0.25% YTD. With an expense ratio of 1.74%, investors should weigh costs against performance when evaluating this mutual fund.

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