SGVAX Mutual Fund

NAV$8.24

Returns Overview

1 Month
+0.54%
3 Months
+1.30%
6 Months
+1.68%
YTD
+1.68%
1 Year
+5.13%
3 Years (annualized)
+5.03%
5 Years (annualized)
+0.31%
10 Years (annualized)
+1.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGVAX 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)
+1.68%
Peer Avg (YTD)
+3.23%
vs Peers
-1.55%

SGVAX Mutual Fund Performance

SGVAX performance across multiple time periods: 1-month 0.54%, YTD 1.68%, 1-year 5.13%, 3-year 5.03%, 5-year 0.31%, 10-year 1.54%.

SGVAX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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