STGZX Mutual Fund

STGZX Mutual Fund

NAV$9.07
See how much of STGZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.15%
3 Months
-0.31%
6 Months
-1.14%
YTD
-0.97%
1 Year
-0.70%
3 Years (annualized)
+4.97%
5 Years (annualized)
-0.57%
10 Years (annualized)
+0.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STGZX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.97%
Peer Avg (YTD)
+1.93%
vs Peers
-2.89%

STGZX Mutual Fund Performance

STGZX performance across multiple time periods: 1-month 2.15%, YTD -0.97%, 1-year -0.70%, 3-year 4.97%, 5-year -0.57%, 10-year 0.95%.

STGZX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

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