SGHRX Mutual Fund

NAV$6.25

Returns Overview

1 Month
+0.41%
3 Months
+2.89%
6 Months
+2.56%
YTD
+2.72%
1 Year
+7.31%
3 Years (annualized)
+8.69%
5 Years (annualized)
+4.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGHRX 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)
+2.72%
Peer Avg (YTD)
+0.99%
vs Peers
+1.73%

SGHRX Mutual Fund Performance

SGHRX performance across multiple time periods: 1-month 0.41%, YTD 2.72%, 1-year 7.31%, 3-year 8.69%, 5-year 4.09%.

SGHRX returns outperform the peer average of 0.99% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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