SGHSX Mutual Fund

SGHSX Mutual Fund

NAV$6.09
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Returns Overview

1 Month
-0.24%
3 Months
-1.49%
6 Months
-0.71%
YTD
+0.75%
1 Year
+1.89%
3 Years (annualized)
+8.33%
5 Years (annualized)
+3.73%
10 Years (annualized)
+4.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGHSX 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
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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
ICE BofA Non-Financial Developed Markets High Yield Constrained (Hedged) Index(ICEBOFANFDMHYCHI)
This Mutual Fund (YTD)
+0.75%
Peer Avg (YTD)
-0.81%
vs Peers
+1.56%

SGHSX Mutual Fund Performance

SGHSX performance across multiple time periods: 1-month -0.24%, YTD 0.75%, 1-year 1.89%, 3-year 8.33%, 5-year 3.73%, 10-year 4.70%.

SGHSX returns outperform the peer average of -0.81% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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