SDGIX Mutual Fund

SDGIX Mutual Fund

NAV$19.83
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Returns Overview

1 Month
-1.44%
3 Months
-2.60%
6 Months
-0.96%
YTD
-1.59%
1 Year
-1.08%
3 Years (annualized)
+4.61%
5 Years (annualized)
+1.05%
10 Years (annualized)
+2.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SDGIX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Global Aggregate Index
This Mutual Fund (YTD)
-1.59%
Peer Avg (YTD)
-1.59%
vs Peers
-0.01%

SDGIX Mutual Fund Performance

SDGIX performance across multiple time periods: 1-month -1.44%, YTD -1.59%, 1-year -1.08%, 3-year 4.61%, 5-year 1.05%, 10-year 2.30%.

SDGIX returns trail the peer average of -1.59% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

SDGIX vs another fund shows side-by-side returns. SDGIX alternatives are available in the Mutual Fund Screener.