SGRKX Mutual Fund

SGRKX Mutual Fund

NAV$32.31
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Returns Overview

1 Month
-6.33%
3 Months
-3.15%
6 Months
+2.15%
YTD
+0.12%
1 Year
+0.90%
3 Years (annualized)
+15.75%
5 Years (annualized)
+4.14%
10 Years (annualized)
+12.64%

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)
+0.12%
Peer Avg (YTD)
+6.23%
vs Peers
-6.11%

SGRKX Mutual Fund Performance

SGRKX performance across multiple time periods: 1-month -6.33%, YTD 0.12%, 1-year 0.90%, 3-year 15.75%, 5-year 4.14%, 10-year 12.64%.

SGRKX returns trail the peer average of 6.23% 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.