SNGRX Mutual Fund

NAV$29.41

Returns Overview

1 Month
-1.44%
3 Months
+11.21%
6 Months
+9.43%
YTD
+8.72%
1 Year
+16.43%
3 Years (annualized)
+13.80%
5 Years (annualized)
+5.96%
10 Years (annualized)
+8.34%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+8.72%
Peer Avg (YTD)
+8.97%
vs Peers
-0.25%

SNGRX Mutual Fund Performance

SNGRX performance across multiple time periods: 1-month -1.44%, YTD 8.72%, 1-year 16.43%, 3-year 13.80%, 5-year 5.96%, 10-year 8.34%.

SNGRX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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