SGTTX Mutual Fund

SGTTX Mutual Fund

NAV$147.88
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Returns Overview

1 Month
-8.02%
3 Months
+7.55%
6 Months
+32.96%
YTD
+41.76%
1 Year
+78.06%
3 Years (annualized)
+43.64%
5 Years (annualized)
+29.40%
10 Years (annualized)
+33.22%

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
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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)
+41.76%
Peer Avg (YTD)
+11.56%
vs Peers
+30.20%

SGTTX Mutual Fund Performance

SGTTX performance across multiple time periods: 1-month -8.02%, YTD 41.76%, 1-year 78.06%, 3-year 43.64%, 5-year 29.40%, 10-year 33.22%.

SGTTX returns outperform the peer average of 11.56% 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.