SGRKX Mutual Fund

SGRKX Mutual Fund

NAV$30.00
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Returns Overview

1 Month
-7.48%
3 Months
-5.67%
6 Months
-8.65%
YTD
-5.99%
1 Year
-9.60%
3 Years (annualized)
+17.84%
5 Years (annualized)
+2.17%
10 Years (annualized)
+13.43%

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)
-5.99%
Peer Avg (YTD)
+5.23%
vs Peers
-11.23%

SGRKX Mutual Fund Performance

SGRKX performance across multiple time periods: 1-month -7.48%, YTD -5.99%, 1-year -9.60%, 3-year 17.84%, 5-year 2.17%, 10-year 13.43%.

SGRKX returns trail the peer average of 5.23% 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.