SGNFX Mutual Fund

SGNFX Mutual Fund

NAV$54.69
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Returns Overview

1 Month
-0.72%
3 Months
+1.80%
6 Months
+3.64%
YTD
+1.60%
1 Year
+5.74%
3 Years (annualized)
+17.76%
5 Years (annualized)
+5.63%
10 Years (annualized)
+15.98%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+1.60%
Peer Avg (YTD)
+9.54%
vs Peers
-7.93%

SGNFX Mutual Fund Performance

SGNFX performance across multiple time periods: 1-month -0.72%, YTD 1.60%, 1-year 5.74%, 3-year 17.76%, 5-year 5.63%, 10-year 15.98%.

SGNFX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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