SGOVX Mutual Fund

SGOVX Mutual Fund

NAV$34.33
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Returns Overview

1 Month
+3.81%
3 Months
+3.15%
6 Months
+4.33%
YTD
+10.29%
1 Year
+28.95%
3 Years (annualized)
+18.17%
5 Years (annualized)
+10.52%
10 Years (annualized)
+8.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGOVX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+10.29%
Peer Avg (YTD)
+9.42%
vs Peers
+0.87%

SGOVX Mutual Fund Performance

SGOVX performance across multiple time periods: 1-month 3.81%, YTD 10.29%, 1-year 28.95%, 3-year 18.17%, 5-year 10.52%, 10-year 8.04%.

SGOVX returns outperform the peer average of 9.42% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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