SRGIX Mutual Fund

NAV$10.66

Returns Overview

1 Month
+2.06%
3 Months
+2.40%
6 Months
+9.29%
YTD
+1.60%
1 Year
+12.29%
3 Years (annualized)
+10.09%
5 Years (annualized)
+5.64%
10 Years (annualized)
+7.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SRGIX 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 AC World Net Total Return Index
This Mutual Fund (YTD)
+1.60%
Peer Avg (YTD)
+0.66%
vs Peers
+0.94%

SRGIX Mutual Fund Performance

SRGIX performance across multiple time periods: 1-month 2.06%, YTD 1.60%, 1-year 12.29%, 3-year 10.09%, 5-year 5.64%, 10-year 7.91%.

SRGIX returns outperform the peer average of 0.66% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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