SGMYX Mutual Fund

SGMYX Mutual Fund

NAV$8.67
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Returns Overview

1 Month
+0.52%
3 Months
-0.70%
6 Months
-2.01%
YTD
+0.36%
1 Year
+2.36%
3 Years (annualized)
+4.14%
5 Years (annualized)
+0.20%
10 Years (annualized)
+1.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGMYX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.36%
Peer Avg (YTD)
+2.15%
vs Peers
-1.80%

SGMYX Mutual Fund Performance

SGMYX performance across multiple time periods: 1-month 0.52%, YTD 0.36%, 1-year 2.36%, 3-year 4.14%, 5-year 0.20%, 10-year 1.11%.

SGMYX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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