SGRKX Mutual Fund

SGRKX Mutual Fund

NAV$33.04
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Returns Overview

1 Month
+0.71%
3 Months
-4.92%
6 Months
+4.64%
YTD
+0.37%
1 Year
+1.20%
3 Years (annualized)
+17.22%
5 Years (annualized)
+3.67%
10 Years (annualized)
+13.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGRKX 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)
+0.37%
Peer Avg (YTD)
+8.51%
vs Peers
-8.14%

SGRKX Mutual Fund Performance

SGRKX performance across multiple time periods: 1-month 0.71%, YTD 0.37%, 1-year 1.20%, 3-year 17.22%, 5-year 3.67%, 10-year 13.70%.

SGRKX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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