SGRAX Mutual Fund

SGRAX Mutual Fund

NAV$19.14
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Returns Overview

1 Month
-6.32%
3 Months
-3.17%
6 Months
+2.10%
YTD
+0.05%
1 Year
+0.76%
3 Years (annualized)
+15.57%
5 Years (annualized)
+3.97%
10 Years (annualized)
+13.41%

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)
+0.05%
Peer Avg (YTD)
+6.23%
vs Peers
-6.18%

SGRAX Mutual Fund Performance

SGRAX performance across multiple time periods: 1-month -6.32%, YTD 0.05%, 1-year 0.76%, 3-year 15.57%, 5-year 3.97%, 10-year 13.41%.

SGRAX returns trail the peer average of 6.23% 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.