SGSCX Mutual Fund

SGSCX Mutual Fund

NAV$37.72
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Returns Overview

1 Month
-0.89%
3 Months
-2.26%
6 Months
-1.07%
YTD
+14.29%
1 Year
+21.99%
3 Years (annualized)
+20.95%
5 Years (annualized)
+3.41%
10 Years (annualized)
+6.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGSCX 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
S&P Developed Small Cap Index(^SBERWDU)
This Mutual Fund (YTD)
+14.29%
Peer Avg (YTD)
+7.47%
vs Peers
+6.82%

SGSCX Mutual Fund Performance

SGSCX performance across multiple time periods: 1-month -0.89%, YTD 14.29%, 1-year 21.99%, 3-year 20.95%, 5-year 3.41%, 10-year 6.63%.

SGSCX returns outperform the peer average of 7.47% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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