SGNFX Mutual Fund

SGNFX Mutual Fund

NAV$56.34
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Returns Overview

1 Month
-0.11%
3 Months
+1.33%
6 Months
+15.33%
YTD
+3.70%
1 Year
+2.98%
3 Years (annualized)
+18.96%
5 Years (annualized)
+5.29%
10 Years (annualized)
+16.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGNFX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.70%
Peer Avg (YTD)
+6.73%
vs Peers
-3.03%

SGNFX Mutual Fund Performance

SGNFX performance across multiple time periods: 1-month -0.11%, YTD 3.70%, 1-year 2.98%, 3-year 18.96%, 5-year 5.29%, 10-year 16.48%.

SGNFX returns trail the peer average of 6.73% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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