SGZFX Mutual Fund

SGZFX Mutual Fund

NAV$68.07
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Returns Overview

1 Month
+1.96%
3 Months
+0.62%
6 Months
+7.08%
YTD
+7.84%
1 Year
+13.72%
3 Years (annualized)
+17.53%
5 Years (annualized)
+10.23%
10 Years (annualized)
+15.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGZFX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Large Cap Index
This Mutual Fund (YTD)
+7.84%
Peer Avg (YTD)
+6.23%
vs Peers
+1.61%

SGZFX Mutual Fund Performance

SGZFX performance across multiple time periods: 1-month 1.96%, YTD 7.84%, 1-year 13.72%, 3-year 17.53%, 5-year 10.23%, 10-year 15.06%.

SGZFX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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