SNGVX Mutual Fund

NAV$10.24

Returns Overview

1 Month
+0.52%
3 Months
+0.73%
6 Months
+0.83%
YTD
+0.83%
1 Year
+3.55%
3 Years (annualized)
+4.27%
5 Years (annualized)
+1.37%
10 Years (annualized)
+1.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SNGVX 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
Bloomberg Barclays Intermediate Government Bond Index(^BBIGB)
This Mutual Fund (YTD)
+0.83%
Peer Avg (YTD)
+1.92%
vs Peers
-1.09%

SNGVX Mutual Fund Performance

SNGVX performance across multiple time periods: 1-month 0.52%, YTD 0.83%, 1-year 3.55%, 3-year 4.27%, 5-year 1.37%, 10-year 1.58%.

SNGVX returns trail the peer average of 1.92% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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