SGVDX Mutual Fund

SGVDX Mutual Fund

NAV$9.38
See how much of SGVDX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.74%
3 Months
-3.62%
6 Months
-3.35%
YTD
-3.15%
1 Year
-2.56%
3 Years (annualized)
+3.35%
5 Years (annualized)
-1.01%
10 Years (annualized)
+0.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGVDX 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
Bloomberg Barclays US Intermediate Government/Credit Index(^BBUINTGCRI)
This Mutual Fund (YTD)
-3.15%
Peer Avg (YTD)
+0.50%
vs Peers
-3.65%

SGVDX Mutual Fund Performance

SGVDX performance across multiple time periods: 1-month -2.74%, YTD -3.15%, 1-year -2.56%, 3-year 3.35%, 5-year -1.01%, 10-year 0.57%.

SGVDX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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