SGVDX Mutual Fund

SGVDX Mutual Fund

NAV$9.42
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Returns Overview

1 Month
+2.53%
3 Months
+0.09%
6 Months
-0.86%
YTD
-0.70%
1 Year
-0.66%
3 Years (annualized)
+4.37%
5 Years (annualized)
-1.09%
10 Years (annualized)
+0.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGVDX 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
Bloomberg Barclays US Intermediate Government/Credit Index(^BBUINTGCRI)
This Mutual Fund (YTD)
-0.70%
Peer Avg (YTD)
+0.72%
vs Peers
-1.43%

SGVDX Mutual Fund Performance

SGVDX performance across multiple time periods: 1-month 2.53%, YTD -0.70%, 1-year -0.66%, 3-year 4.37%, 5-year -1.09%, 10-year 0.45%.

SGVDX returns trail the peer average of 0.72% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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