SCGRX

Mutual fund

$17.92 +$0.05 (+0.28%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $16.44High $18.95

Has SCGRX beaten the S&P 500?

Over the last year (to Oct 19, 2026), SCGRX returned +12.1%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
SCGRX
+12.1%
S&P 500
+16.6%
Largest decline 
SCGRX
7.6%
S&P 500
8.9%
Risk-adjusted return 
SCGRX
0.75
S&P 500
0.97
Downside risk-adjusted return 
SCGRX
1.08
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

PeriodSCGRXS&P 500
1 month -0.3% +0.6%
3 months +1.8% +3.4%
Year to date +9.5% +13.3%
1 year +12.1% +16.6%
3 years (annualized) +17.1% +23.1%

Volatility (1-year, annualized): 11.0% · Largest decline (max drawdown, since Oct 2021): 24.5%

How are your investments doing?

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