SGVSX Mutual Fund

SGVSX Mutual Fund

NAV$7.89
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Returns Overview

1 Month
-3.44%
3 Months
-4.19%
6 Months
-3.00%
YTD
-2.46%
1 Year
-1.15%
3 Years (annualized)
+5.24%
5 Years (annualized)
+0.14%
10 Years (annualized)
+1.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGVSX 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 US MBS Index(BBGUSMBSI)
This Mutual Fund (YTD)
-2.46%
Peer Avg (YTD)
+0.50%
vs Peers
-2.96%

SGVSX Mutual Fund Performance

SGVSX performance across multiple time periods: 1-month -3.44%, YTD -2.46%, 1-year -1.15%, 3-year 5.24%, 5-year 0.14%, 10-year 1.69%.

SGVSX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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