SRGAX Mutual Fund

SRGAX Mutual Fund

NAV$10.64
See how much of SRGAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.12%
3 Months
+2.37%
6 Months
+9.20%
YTD
+1.65%
1 Year
+12.12%
3 Years (annualized)
+9.86%
5 Years (annualized)
+5.37%
10 Years (annualized)
+6.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SRGAX 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 AC World Net Total Return Index
This Mutual Fund (YTD)
+1.65%
Peer Avg (YTD)
+0.66%
vs Peers
+1.00%

SRGAX Mutual Fund Performance

SRGAX performance across multiple time periods: 1-month 2.12%, YTD 1.65%, 1-year 12.12%, 3-year 9.86%, 5-year 5.37%, 10-year 6.71%.

SRGAX returns outperform the peer average of 0.66% YTD. With an expense ratio of 1.56%, investors should weigh costs against performance when evaluating this mutual fund.

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