SGHRX Mutual Fund

SGHRX Mutual Fund

NAV$6.26
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Returns Overview

1 Month
-0.39%
3 Months
+0.81%
6 Months
+1.55%
YTD
+2.32%
1 Year
+6.32%
3 Years (annualized)
+8.00%
5 Years (annualized)
+3.98%
10 Years (annualized)
+5.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGHRX 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)
+2.32%
Peer Avg (YTD)
+0.25%
vs Peers
+2.07%

SGHRX Mutual Fund Performance

SGHRX performance across multiple time periods: 1-month -0.39%, YTD 2.32%, 1-year 6.32%, 3-year 8.00%, 5-year 3.98%, 10-year 5.35%.

SGHRX returns outperform the peer average of 0.25% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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