SGRAX Mutual Fund

SGRAX Mutual Fund

NAV$19.95
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Returns Overview

1 Month
+0.63%
3 Months
-4.98%
6 Months
+4.55%
YTD
+0.21%
1 Year
+1.00%
3 Years (annualized)
+17.01%
5 Years (annualized)
+3.49%
10 Years (annualized)
+13.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGRAX 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
Russell 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
+0.21%
Peer Avg (YTD)
+8.51%
vs Peers
-8.30%

SGRAX Mutual Fund Performance

SGRAX performance across multiple time periods: 1-month 0.63%, YTD 0.21%, 1-year 1.00%, 3-year 17.01%, 5-year 3.49%, 10-year 13.49%.

SGRAX returns trail the peer average of 8.51% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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