SGGIX Mutual Fund

SGGIX Mutual Fund

NAV$98.72
See how much of SGGIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.99%
3 Months
+2.25%
6 Months
+21.44%
YTD
+8.71%
1 Year
+10.39%
3 Years (annualized)
+19.37%
5 Years (annualized)
+8.71%
10 Years (annualized)
+15.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGGIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+8.71%
Peer Avg (YTD)
+8.68%
vs Peers
+0.03%

SGGIX Mutual Fund Performance

SGGIX performance across multiple time periods: 1-month 1.99%, YTD 8.71%, 1-year 10.39%, 3-year 19.37%, 5-year 8.71%, 10-year 15.78%.

SGGIX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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