SGTTX Mutual Fund

NAV$145.49

Returns Overview

1 Month
+5.05%
3 Months
+50.35%
6 Months
+57.70%
YTD
+54.11%
1 Year
+104.76%
3 Years (annualized)
+49.65%
5 Years (annualized)
+31.53%
10 Years (annualized)
+35.33%

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

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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
MSCI World Information Technology Index(^MSGUIT)
This Mutual Fund (YTD)
+54.11%
Peer Avg (YTD)
+16.06%
vs Peers
+38.05%

SGTTX Mutual Fund Performance

SGTTX performance across multiple time periods: 1-month 5.05%, YTD 54.11%, 1-year 104.76%, 3-year 49.65%, 5-year 31.53%, 10-year 35.33%.

SGTTX returns outperform the peer average of 16.06% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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