SGVDX Mutual Fund

NAV$9.67

Returns Overview

1 Month
-1.33%
3 Months
-1.43%
6 Months
-2.13%
YTD
-1.93%
1 Year
+3.12%
3 Years (annualized)
+3.36%
5 Years (annualized)
-0.71%
10 Years (annualized)
+0.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGVDX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg Barclays US Intermediate Government/Credit Index(^BBUINTGCRI)
This Mutual Fund (YTD)
-1.93%
Peer Avg (YTD)
+3.23%
vs Peers
-5.15%

SGVDX Mutual Fund Performance

SGVDX performance across multiple time periods: 1-month -1.33%, YTD -1.93%, 1-year 3.12%, 3-year 3.36%, 5-year -0.71%, 10-year 0.66%.

SGVDX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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