SRGCX Mutual Fund

NAV$10.44

Returns Overview

1 Month
+1.77%
3 Months
+1.93%
6 Months
+8.51%
YTD
+1.30%
1 Year
+10.93%
3 Years (annualized)
+8.92%
5 Years (annualized)
+7.49%
10 Years (annualized)
+9.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SRGCX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI AC World Net Total Return Index
This Mutual Fund (YTD)
+1.30%
Peer Avg (YTD)
+0.66%
vs Peers
+0.65%

SRGCX Mutual Fund Performance

SRGCX performance across multiple time periods: 1-month 1.77%, YTD 1.30%, 1-year 10.93%, 3-year 8.92%, 5-year 7.49%, 10-year 9.83%.

SRGCX returns outperform the peer average of 0.66% YTD. With an expense ratio of 2.31%, investors should weigh costs against performance when evaluating this mutual fund.

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