SGHCX Mutual Fund

NAV$6.27

Returns Overview

1 Month
+0.31%
3 Months
+2.60%
6 Months
+2.03%
YTD
+2.19%
1 Year
+6.13%
3 Years (annualized)
+7.54%
5 Years (annualized)
+2.58%
10 Years (annualized)
+4.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGHCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
ICE BofA Non-Financial Developed Markets High Yield Constrained (Hedged) Index(ICEBOFANFDMHYCHI)
This Mutual Fund (YTD)
+2.19%
Peer Avg (YTD)
+0.99%
vs Peers
+1.20%

SGHCX Mutual Fund Performance

SGHCX performance across multiple time periods: 1-month 0.31%, YTD 2.19%, 1-year 6.13%, 3-year 7.54%, 5-year 2.58%, 10-year 4.18%.

SGHCX returns outperform the peer average of 0.99% YTD. With an expense ratio of 1.74%, investors should weigh costs against performance when evaluating this mutual fund.

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