SGOVX Mutual Fund

NAV$34.20

Returns Overview

1 Month
-2.31%
3 Months
+3.17%
6 Months
+7.01%
YTD
+6.24%
1 Year
+23.61%
3 Years (annualized)
+17.38%
5 Years (annualized)
+9.70%
10 Years (annualized)
+7.99%

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
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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+6.24%
Peer Avg (YTD)
+9.13%
vs Peers
-2.89%

SGOVX Mutual Fund Performance

SGOVX performance across multiple time periods: 1-month -2.31%, YTD 6.24%, 1-year 23.61%, 3-year 17.38%, 5-year 9.70%, 10-year 7.99%.

SGOVX returns trail the peer average of 9.13% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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