SGOAX Mutual Fund

SGOAX Mutual Fund

NAV$31.90
See how much of SGOAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.51%
3 Months
-0.12%
6 Months
+10.51%
YTD
+8.53%
1 Year
+12.16%
3 Years (annualized)
+16.22%
5 Years (annualized)
+8.47%
10 Years (annualized)
+10.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGOAX 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
S&P 500 Index Total Return
This Mutual Fund (YTD)
+8.53%
Peer Avg (YTD)
+6.10%
vs Peers
+2.43%

SGOAX Mutual Fund Performance

SGOAX performance across multiple time periods: 1-month -2.51%, YTD 8.53%, 1-year 12.16%, 3-year 16.22%, 5-year 8.47%, 10-year 10.67%.

SGOAX returns outperform the peer average of 6.10% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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