SGZFX Mutual Fund

SGZFX Mutual Fund

NAV$71.02
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Returns Overview

1 Month
-5.18%
3 Months
+13.69%
6 Months
+5.71%
YTD
+5.76%
1 Year
+15.74%
3 Years (annualized)
+17.45%
5 Years (annualized)
+11.06%

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
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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 Large Cap Index
This Mutual Fund (YTD)
+5.76%
Peer Avg (YTD)
+8.97%
vs Peers
-3.21%

SGZFX Mutual Fund Performance

SGZFX performance across multiple time periods: 1-month -5.18%, YTD 5.76%, 1-year 15.74%, 3-year 17.45%, 5-year 11.06%.

SGZFX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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