SGYAX Mutual Fund

SGYAX Mutual Fund

NAV$6.86
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Returns Overview

1 Month
+0.15%
3 Months
+2.22%
6 Months
+1.68%
YTD
+1.54%
1 Year
+4.97%
3 Years (annualized)
+8.06%
5 Years (annualized)
+4.50%
10 Years (annualized)
+6.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGYAX 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
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📉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
ICE Bank of America Merrill Lynch US High Yield Constnd Total Return USD(HUC0)
This Mutual Fund (YTD)
+1.54%
Peer Avg (YTD)
+3.23%
vs Peers
-1.69%

SGYAX Mutual Fund Performance

SGYAX performance across multiple time periods: 1-month 0.15%, YTD 1.54%, 1-year 4.97%, 3-year 8.06%, 5-year 4.50%, 10-year 6.36%.

SGYAX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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