SAGAX Mutual Fund

SAGAX Mutual Fund

NAV$53.87
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Returns Overview

1 Month
-6.51%
3 Months
+1.45%
6 Months
+3.29%
YTD
-0.27%
1 Year
-8.60%
3 Years (annualized)
+22.54%
5 Years (annualized)
-1.01%
10 Years (annualized)
+15.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SAGAX 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
Russell 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
-0.27%
Peer Avg (YTD)
+11.24%
vs Peers
-11.51%

SAGAX Mutual Fund Performance

SAGAX performance across multiple time periods: 1-month -6.51%, YTD -0.27%, 1-year -8.60%, 3-year 22.54%, 5-year -1.01%, 10-year 15.95%.

SAGAX returns trail the peer average of 11.24% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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