SGOAX Mutual Fund

SGOAX Mutual Fund

NAV$32.54
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Returns Overview

1 Month
+0.38%
3 Months
+10.96%
6 Months
+9.61%
YTD
+8.97%
1 Year
+20.02%
3 Years (annualized)
+15.96%
5 Years (annualized)
+9.18%
10 Years (annualized)
+11.24%

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)
+8.97%
Peer Avg (YTD)
+6.73%
vs Peers
+2.25%

SGOAX Mutual Fund Performance

SGOAX performance across multiple time periods: 1-month 0.38%, YTD 8.97%, 1-year 20.02%, 3-year 15.96%, 5-year 9.18%, 10-year 11.24%.

SGOAX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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