SNGRX Mutual Fund

SNGRX Mutual Fund

NAV$27.84
See how much of SNGRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.19%
3 Months
+1.07%
6 Months
+5.79%
YTD
+11.49%
1 Year
+17.60%
3 Years (annualized)
+15.76%
5 Years (annualized)
+5.73%
10 Years (annualized)
+8.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SNGRX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+11.49%
Peer Avg (YTD)
+8.51%
vs Peers
+2.98%

SNGRX Mutual Fund Performance

SNGRX performance across multiple time periods: 1-month 2.19%, YTD 11.49%, 1-year 17.60%, 3-year 15.76%, 5-year 5.73%, 10-year 8.15%.

SNGRX returns outperform the peer average of 8.51% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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