SGTTX Mutual Fund

SGTTX Mutual Fund

NAV$156.20
See how much of SGTTX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+4.19%
3 Months
+0.68%
6 Months
+37.38%
YTD
+51.14%
1 Year
+78.10%
3 Years (annualized)
+41.49%
5 Years (annualized)
+23.39%
10 Years (annualized)
+26.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGTTX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World Information Technology Index(^MSGUIT)
This Mutual Fund (YTD)
+51.14%
Peer Avg (YTD)
+14.35%
vs Peers
+36.79%

SGTTX Mutual Fund Performance

SGTTX performance across multiple time periods: 1-month 4.19%, YTD 51.14%, 1-year 78.10%, 3-year 41.49%, 5-year 23.39%, 10-year 26.60%.

SGTTX returns outperform the peer average of 14.35% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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