SNGRX Mutual Fund

SNGRX Mutual Fund

NAV$28.32
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Returns Overview

1 Month
+0.35%
3 Months
+2.90%
6 Months
+6.52%
YTD
+9.10%
1 Year
+18.02%
3 Years (annualized)
+13.52%
5 Years (annualized)
+5.85%
10 Years (annualized)
+8.05%

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
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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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+9.10%
Peer Avg (YTD)
+6.23%
vs Peers
+2.87%

SNGRX Mutual Fund Performance

SNGRX performance across multiple time periods: 1-month 0.35%, YTD 9.10%, 1-year 18.02%, 3-year 13.52%, 5-year 5.85%, 10-year 8.05%.

SNGRX returns outperform the peer average of 6.23% 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.