SGACX Mutual Fund

SGACX Mutual Fund

NAV$17.10
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Returns Overview

1 Month
-2.85%
3 Months
+3.35%
6 Months
+9.88%
YTD
-4.63%
1 Year
-5.46%
3 Years (annualized)
+4.81%
5 Years (annualized)
-1.02%
10 Years (annualized)
+8.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGACX 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
MSCI All Country World Growth Index (net div)
This Mutual Fund (YTD)
-4.63%
Peer Avg (YTD)
+8.68%
vs Peers
-13.31%

SGACX Mutual Fund Performance

SGACX performance across multiple time periods: 1-month -2.85%, YTD -4.63%, 1-year -5.46%, 3-year 4.81%, 5-year -1.02%, 10-year 8.05%.

SGACX returns trail the peer average of 8.68% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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