SDGZX Mutual Fund

SDGZX Mutual Fund

NAV$125.06
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Returns Overview

1 Month
-6.11%
3 Months
-1.12%
6 Months
-0.09%
YTD
+0.49%
1 Year
-2.82%
3 Years (annualized)
+18.26%
5 Years (annualized)
+6.55%
10 Years (annualized)
+15.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SDGZX 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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+0.49%
Peer Avg (YTD)
+4.64%
vs Peers
-4.15%

SDGZX Mutual Fund Performance

SDGZX performance across multiple time periods: 1-month -6.11%, YTD 0.49%, 1-year -2.82%, 3-year 18.26%, 5-year 6.55%, 10-year 15.09%.

SDGZX returns trail the peer average of 4.64% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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