SHGTX Mutual Fund

SHGTX Mutual Fund

NAV$144.19
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Returns Overview

1 Month
+3.68%
3 Months
-0.67%
6 Months
+49.24%
YTD
+52.84%
1 Year
+64.06%
3 Years (annualized)
+41.07%
5 Years (annualized)
+23.02%
10 Years (annualized)
+26.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SHGTX 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)
+52.84%
Peer Avg (YTD)
+16.41%
vs Peers
+36.44%

SHGTX Mutual Fund Performance

SHGTX performance across multiple time periods: 1-month 3.68%, YTD 52.84%, 1-year 64.06%, 3-year 41.07%, 5-year 23.02%, 10-year 26.23%.

SHGTX returns outperform the peer average of 16.41% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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