SGTRX Mutual Fund

SGTRX Mutual Fund

NAV$131.95
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Returns Overview

1 Month
+3.67%
3 Months
-0.73%
6 Months
+49.05%
YTD
+52.57%
1 Year
+63.66%
3 Years (annualized)
+40.72%
5 Years (annualized)
+22.71%
10 Years (annualized)
+25.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGTRX 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 World Information Technology Index(^MSGUIT)
This Mutual Fund (YTD)
+52.57%
Peer Avg (YTD)
+16.41%
vs Peers
+36.16%

SGTRX Mutual Fund Performance

SGTRX performance across multiple time periods: 1-month 3.67%, YTD 52.57%, 1-year 63.66%, 3-year 40.72%, 5-year 22.71%, 10-year 25.92%.

SGTRX returns outperform the peer average of 16.41% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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