SGRHX Mutual Fund

SGRHX Mutual Fund

NAV$43.47
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Returns Overview

1 Month
+1.26%
3 Months
-4.45%
6 Months
+13.00%
YTD
+1.78%
1 Year
-1.39%
3 Years (annualized)
+17.51%
5 Years (annualized)
+3.93%
10 Years (annualized)
+13.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGRHX 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
Russell 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
+1.78%
Peer Avg (YTD)
+8.68%
vs Peers
-6.90%

SGRHX Mutual Fund Performance

SGRHX performance across multiple time periods: 1-month 1.26%, YTD 1.78%, 1-year -1.39%, 3-year 17.51%, 5-year 3.93%, 10-year 13.99%.

SGRHX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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