SGYAX Mutual Fund

SGYAX Mutual Fund

NAV$6.61
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Returns Overview

1 Month
-2.04%
3 Months
-1.65%
6 Months
+0.60%
YTD
-0.04%
1 Year
+1.03%
3 Years (annualized)
+7.24%
5 Years (annualized)
+4.43%
10 Years (annualized)
+5.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGYAX 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
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📉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
ICE Bank of America Merrill Lynch US High Yield Constnd Total Return USD(HUC0)
This Mutual Fund (YTD)
-0.04%
Peer Avg (YTD)
+0.50%
vs Peers
-0.54%

SGYAX Mutual Fund Performance

SGYAX performance across multiple time periods: 1-month -2.04%, YTD -0.04%, 1-year 1.03%, 3-year 7.24%, 5-year 4.43%, 10-year 5.87%.

SGYAX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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