SGSYX Mutual Fund

NAV$8.28

Returns Overview

1 Month
+0.44%
3 Months
+1.25%
6 Months
+1.72%
YTD
+1.72%
1 Year
+5.35%
3 Years (annualized)
+5.32%
5 Years (annualized)
+0.59%
10 Years (annualized)
+1.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGSYX 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
Bloomberg US MBS Index(BBGUSMBSI)
This Mutual Fund (YTD)
+1.72%
Peer Avg (YTD)
+3.23%
vs Peers
-1.51%

SGSYX Mutual Fund Performance

SGSYX performance across multiple time periods: 1-month 0.44%, YTD 1.72%, 1-year 5.35%, 3-year 5.32%, 5-year 0.59%, 10-year 1.83%.

SGSYX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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