SAGPX Mutual Fund

SAGPX Mutual Fund

NAV$21.44
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Returns Overview

1 Month
-1.90%
3 Months
-0.24%
6 Months
+10.64%
YTD
+8.77%
1 Year
+11.57%
3 Years (annualized)
+16.19%
5 Years (annualized)
+7.91%
10 Years (annualized)
+10.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SAGPX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+8.77%
Peer Avg (YTD)
+6.10%
vs Peers
+2.67%

SAGPX Mutual Fund Performance

SAGPX performance across multiple time periods: 1-month -1.90%, YTD 8.77%, 1-year 11.57%, 3-year 16.19%, 5-year 7.91%, 10-year 10.11%.

SAGPX returns outperform the peer average of 6.10% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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