SGDLX Mutual Fund

SGDLX Mutual Fund

NAV$129.58
See how much of SGDLX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-8.82%
3 Months
+15.65%
6 Months
+0.15%
YTD
+6.28%
1 Year
+24.54%
3 Years (annualized)
+53.26%
5 Years (annualized)
+24.96%
10 Years (annualized)
+13.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGDLX 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
Philadelphia Stock Exchange Gold and Silver Sector Total Return Index
This Mutual Fund (YTD)
+6.28%
Peer Avg (YTD)
-2.98%
vs Peers
+9.26%

SGDLX Mutual Fund Performance

SGDLX performance across multiple time periods: 1-month -8.82%, YTD 6.28%, 1-year 24.54%, 3-year 53.26%, 5-year 24.96%, 10-year 13.60%.

SGDLX returns outperform the peer average of -2.98% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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