SGNFX Mutual Fund

NAV$55.47

Returns Overview

1 Month
-2.45%
3 Months
+13.82%
6 Months
+1.63%
YTD
+2.34%
1 Year
+7.28%
3 Years (annualized)
+18.78%
5 Years (annualized)
+4.75%
10 Years (annualized)
+16.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGNFX 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
PROUpgrade to run

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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+2.34%
Peer Avg (YTD)
+10.82%
vs Peers
-8.47%

SGNFX Mutual Fund Performance

SGNFX performance across multiple time periods: 1-month -2.45%, YTD 2.34%, 1-year 7.28%, 3-year 18.78%, 5-year 4.75%, 10-year 16.16%.

SGNFX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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