SNGYX Mutual Fund

SNGYX Mutual Fund

NAV$10.22
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Returns Overview

1 Month
+0.54%
3 Months
+0.80%
6 Months
+0.86%
YTD
+0.96%
1 Year
+3.72%
3 Years (annualized)
+4.50%
5 Years (annualized)
+1.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SNGYX 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 Barclays Intermediate Government Bond Index(^BBIGB)
This Mutual Fund (YTD)
+0.96%
Peer Avg (YTD)
+1.92%
vs Peers
-0.97%

SNGYX Mutual Fund Performance

SNGYX performance across multiple time periods: 1-month 0.54%, YTD 0.96%, 1-year 3.72%, 3-year 4.50%, 5-year 1.65%.

SNGYX returns trail the peer average of 1.92% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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