SGOVX Mutual Fund

SGOVX Mutual Fund

NAV$33.33
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Returns Overview

1 Month
-4.38%
3 Months
+0.80%
6 Months
+4.00%
YTD
+7.09%
1 Year
+14.10%
3 Years (annualized)
+19.86%
5 Years (annualized)
+10.90%
10 Years (annualized)
+8.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGOVX 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 EAFE Index(MEAFE)
This Mutual Fund (YTD)
+7.09%
Peer Avg (YTD)
+9.29%
vs Peers
-2.20%

SGOVX Mutual Fund Performance

SGOVX performance across multiple time periods: 1-month -4.38%, YTD 7.09%, 1-year 14.10%, 3-year 19.86%, 5-year 10.90%, 10-year 8.26%.

SGOVX returns trail the peer average of 9.29% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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