SAGWX Mutual Fund

NAV$7.14

Returns Overview

1 Month
+3.48%
3 Months
+9.17%
6 Months
+10.87%
YTD
+14.61%
1 Year
+29.17%
3 Years (annualized)
+16.66%
5 Years (annualized)
+8.57%
10 Years (annualized)
+12.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SAGWX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+14.61%
Peer Avg (YTD)
+18.52%
vs Peers
-3.92%

SAGWX Mutual Fund Performance

SAGWX performance across multiple time periods: 1-month 3.48%, YTD 14.61%, 1-year 29.17%, 3-year 16.66%, 5-year 8.57%, 10-year 12.12%.

SAGWX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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