SGRNX Mutual Fund

SGRNX Mutual Fund

NAV$43.00
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Returns Overview

1 Month
+0.71%
3 Months
-4.88%
6 Months
+4.76%
YTD
+0.48%
1 Year
+1.39%
3 Years (annualized)
+17.46%
5 Years (annualized)
+3.88%
10 Years (annualized)
+13.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGRNX 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)
+0.48%
Peer Avg (YTD)
+8.51%
vs Peers
-8.03%

SGRNX Mutual Fund Performance

SGRNX performance across multiple time periods: 1-month 0.71%, YTD 0.48%, 1-year 1.39%, 3-year 17.46%, 5-year 3.88%, 10-year 13.93%.

SGRNX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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