SGSCX Mutual Fund

SGSCX Mutual Fund

NAV$38.30
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Returns Overview

1 Month
-3.11%
3 Months
-5.69%
6 Months
+10.85%
YTD
+15.32%
1 Year
+22.65%
3 Years (annualized)
+17.57%
5 Years (annualized)
+4.30%
10 Years (annualized)
+6.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGSCX 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
S&P Developed Small Cap Index(^SBERWDU)
This Mutual Fund (YTD)
+15.32%
Peer Avg (YTD)
+7.86%
vs Peers
+7.45%

SGSCX Mutual Fund Performance

SGSCX performance across multiple time periods: 1-month -3.11%, YTD 15.32%, 1-year 22.65%, 3-year 17.57%, 5-year 4.30%, 10-year 6.71%.

SGSCX returns outperform the peer average of 7.86% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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