SGOAX Mutual Fund

SGOAX Mutual Fund

NAV$32.23
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Returns Overview

1 Month
+0.93%
3 Months
+3.69%
6 Months
+7.36%
YTD
+9.98%
1 Year
+20.04%
3 Years (annualized)
+14.74%
5 Years (annualized)
+8.87%
10 Years (annualized)
+10.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGOAX 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 Total Return
This Mutual Fund (YTD)
+9.98%
Peer Avg (YTD)
+6.57%
vs Peers
+3.41%

SGOAX Mutual Fund Performance

SGOAX performance across multiple time periods: 1-month 0.93%, YTD 9.98%, 1-year 20.04%, 3-year 14.74%, 5-year 8.87%, 10-year 10.74%.

SGOAX returns outperform the peer average of 6.57% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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