SGRHX Mutual Fund

SGRHX Mutual Fund

NAV$42.96
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Returns Overview

1 Month
-6.30%
3 Months
-3.10%
6 Months
+2.31%
YTD
+0.28%
1 Year
+1.18%
3 Years (annualized)
+16.04%
5 Years (annualized)
+4.41%
10 Years (annualized)
+13.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGRHX 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)
+0.28%
Peer Avg (YTD)
+6.23%
vs Peers
-5.95%

SGRHX Mutual Fund Performance

SGRHX performance across multiple time periods: 1-month -6.30%, YTD 0.28%, 1-year 1.18%, 3-year 16.04%, 5-year 4.41%, 10-year 13.08%.

SGRHX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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