SFGRX Mutual Fund

SFGRX Mutual Fund

NAV$16.96
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Returns Overview

1 Month
-3.68%
3 Months
+0.06%
6 Months
+13.40%
YTD
+16.31%
1 Year
+24.76%
3 Years (annualized)
+13.53%
5 Years (annualized)
+6.16%
10 Years (annualized)
+7.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SFGRX 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
Morningstar Emerging Markets Net Return US Dollar Index(MOREMNRUSDI)
This Mutual Fund (YTD)
+16.31%
Peer Avg (YTD)
+20.48%
vs Peers
-4.18%

SFGRX Mutual Fund Performance

SFGRX performance across multiple time periods: 1-month -3.68%, YTD 16.31%, 1-year 24.76%, 3-year 13.53%, 5-year 6.16%, 10-year 7.59%.

SFGRX returns trail the peer average of 20.48% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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