SGRKX Mutual Fund

NAV$32.79

Returns Overview

1 Month
+0.79%
3 Months
+18.19%
6 Months
+6.89%
YTD
+6.39%
1 Year
+11.54%
3 Years (annualized)
+15.96%
5 Years (annualized)
+4.22%
10 Years (annualized)
+14.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGRKX 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
Russell 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
+6.39%
Peer Avg (YTD)
+8.97%
vs Peers
-2.58%

SGRKX Mutual Fund Performance

SGRKX performance across multiple time periods: 1-month 0.79%, YTD 6.39%, 1-year 11.54%, 3-year 15.96%, 5-year 4.22%, 10-year 14.11%.

SGRKX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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