SGSCX Mutual Fund

NAV$40.59

Returns Overview

1 Month
+3.17%
3 Months
+17.53%
6 Months
+23.50%
YTD
+22.27%
1 Year
+40.22%
3 Years (annualized)
+20.28%
5 Years (annualized)
+8.47%
10 Years (annualized)
+9.37%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Developed Small Cap Index(^SBERWDU)
This Mutual Fund (YTD)
+22.27%
Peer Avg (YTD)
+9.16%
vs Peers
+13.11%

SGSCX Mutual Fund Performance

SGSCX performance across multiple time periods: 1-month 3.17%, YTD 22.27%, 1-year 40.22%, 3-year 20.28%, 5-year 8.47%, 10-year 9.37%.

SGSCX returns outperform the peer average of 9.16% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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