SAGCX Mutual Fund

NAV$126.85

Returns Overview

1 Month
-3.97%
3 Months
+2.34%
6 Months
+2.29%
YTD
-0.84%
1 Year
+6.56%
3 Years (annualized)
+2.34%
5 Years (annualized)
-2.99%
10 Years (annualized)
+4.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SAGCX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
-0.84%
Peer Avg (YTD)
+9.51%
vs Peers
-10.35%

SAGCX Mutual Fund Performance

SAGCX performance across multiple time periods: 1-month -3.97%, YTD -0.84%, 1-year 6.56%, 3-year 2.34%, 5-year -2.99%, 10-year 4.64%.

SAGCX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.86%, investors should weigh costs against performance when evaluating this mutual fund.

SAGCX performance comparison shows side-by-side returns with another fund. SAGCX alternatives are available in the Mutual Fund Screener.