SGACX Mutual Fund

NAV$16.11

Returns Overview

1 Month
+0.06%
3 Months
-3.76%
6 Months
-6.93%
YTD
-7.89%
1 Year
+1.41%
3 Years (annualized)
+16.31%
5 Years (annualized)
+5.79%
10 Years (annualized)
+11.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGACX 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
MSCI All Country World Growth Index (net div)
This Mutual Fund (YTD)
-7.89%
Peer Avg (YTD)
+8.97%
vs Peers
-16.86%

SGACX Mutual Fund Performance

SGACX performance across multiple time periods: 1-month 0.06%, YTD -7.89%, 1-year 1.41%, 3-year 16.31%, 5-year 5.79%, 10-year 11.83%.

SGACX returns trail the peer average of 8.97% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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