SGTRX Mutual Fund

SGTRX Mutual Fund

NAV$125.41
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Returns Overview

1 Month
-8.06%
3 Months
+7.40%
6 Months
+32.60%
YTD
+44.61%
1 Year
+77.11%
3 Years (annualized)
+37.62%
5 Years (annualized)
+22.46%
10 Years (annualized)
+25.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGTRX 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
MSCI World Information Technology Index(^MSGUIT)
This Mutual Fund (YTD)
+44.61%
Peer Avg (YTD)
+11.56%
vs Peers
+33.05%

SGTRX Mutual Fund Performance

SGTRX performance across multiple time periods: 1-month -8.06%, YTD 44.61%, 1-year 77.11%, 3-year 37.62%, 5-year 22.46%, 10-year 25.89%.

SGTRX returns outperform the peer average of 11.56% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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