SFGIX Mutual Fund

SFGIX Mutual Fund

NAV$17.00
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Returns Overview

1 Month
-3.67%
3 Months
+0.12%
6 Months
+13.55%
YTD
+16.46%
1 Year
+25.03%
3 Years (annualized)
+16.39%
5 Years (annualized)
+6.81%
10 Years (annualized)
+7.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SFGIX 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
Morningstar Emerging Markets Net Return US Dollar Index(MOREMNRUSDI)
This Mutual Fund (YTD)
+16.46%
Peer Avg (YTD)
+20.48%
vs Peers
-4.02%

SFGIX Mutual Fund Performance

SFGIX performance across multiple time periods: 1-month -3.67%, YTD 16.46%, 1-year 25.03%, 3-year 16.39%, 5-year 6.81%, 10-year 7.99%.

SFGIX returns trail the peer average of 20.48% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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