SAGWX

Mutual fund

$7.26 $0.00 (0.00%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $5.93High $7.65

Has SAGWX beaten the S&P 500?

Over the last year (to Oct 19, 2026), SAGWX returned +21.2%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
SAGWX
+21.2%
S&P 500
+16.6%
Largest decline 
SAGWX
9.6%
S&P 500
8.9%
Risk-adjusted return 
SAGWX
1.15
S&P 500
0.97
Downside risk-adjusted return 
SAGWX
1.77
S&P 500
1.43

Oct 17, 2025 – Oct 19, 2026. Returns include dividends and other distributions, reinvested.

How are your investments doing?

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Returns by period

PeriodSAGWXS&P 500
1 month +1.7% +0.6%
3 months +2.1% +3.4%
Year to date +17.1% +13.3%
1 year +21.2% +16.6%
3 years (annualized) +18.7% +23.1%

Volatility (1-year, annualized): 14.3% · Largest decline (max drawdown, since Oct 2021): 37.1%

How are your investments doing?

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