SAGYX Mutual Fund

NAV$130.77

Returns Overview

1 Month
-3.88%
3 Months
+2.60%
6 Months
+2.81%
YTD
-0.26%
1 Year
+7.65%
3 Years (annualized)
+9.39%
5 Years (annualized)
+1.38%
10 Years (annualized)
+7.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SAGYX 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)
-0.26%
Peer Avg (YTD)
+9.51%
vs Peers
-9.77%

SAGYX Mutual Fund Performance

SAGYX performance across multiple time periods: 1-month -3.88%, YTD -0.26%, 1-year 7.65%, 3-year 9.39%, 5-year 1.38%, 10-year 7.53%.

SAGYX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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