SGHSX Mutual Fund

NAV$6.32
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Returns Overview

1 Month
+0.40%
3 Months
+3.02%
6 Months
+2.52%
YTD
+2.68%
1 Year
+7.19%
3 Years (annualized)
+8.55%
5 Years (annualized)
+3.58%
10 Years (annualized)
+5.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGHSX 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
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📉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

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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)
+2.68%
Peer Avg (YTD)
+0.99%
vs Peers
+1.69%

SGHSX Mutual Fund Performance

SGHSX performance across multiple time periods: 1-month 0.40%, YTD 2.68%, 1-year 7.19%, 3-year 8.55%, 5-year 3.58%, 10-year 5.20%.

SGHSX returns outperform the peer average of 0.99% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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