SGMAX Mutual Fund

SGMAX Mutual Fund

NAV$12.89
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Returns Overview

1 Month
+1.95%
3 Months
+5.67%
6 Months
+6.54%
YTD
+14.29%
1 Year
+19.16%
3 Years (annualized)
+17.24%
5 Years (annualized)
+11.07%
10 Years (annualized)
+10.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGMAX 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
MSCI World Minimum Volatility Index
This Mutual Fund (YTD)
+14.29%
Peer Avg (YTD)
+8.51%
vs Peers
+5.78%

SGMAX Mutual Fund Performance

SGMAX performance across multiple time periods: 1-month 1.95%, YTD 14.29%, 1-year 19.16%, 3-year 17.24%, 5-year 11.07%, 10-year 10.06%.

SGMAX returns outperform the peer average of 8.51% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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