SDGZX Mutual Fund

SDGZX Mutual Fund

NAV$139.78
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Returns Overview

1 Month
+1.51%
3 Months
+3.16%
6 Months
+19.94%
YTD
+7.04%
1 Year
+6.19%
3 Years (annualized)
+17.34%
5 Years (annualized)
+8.11%
10 Years (annualized)
+15.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SDGZX 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
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📉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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+7.04%
Peer Avg (YTD)
+8.68%
vs Peers
-1.65%

SDGZX Mutual Fund Performance

SDGZX performance across multiple time periods: 1-month 1.51%, YTD 7.04%, 1-year 6.19%, 3-year 17.34%, 5-year 8.11%, 10-year 15.41%.

SDGZX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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