SGICX Mutual Fund

SGICX Mutual Fund

NAV$18.76
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Returns Overview

1 Month
-3.18%
3 Months
+1.73%
6 Months
+11.12%
YTD
+10.72%
1 Year
+14.54%
3 Years (annualized)
+13.80%
5 Years (annualized)
+6.47%
10 Years (annualized)
+9.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGICX 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
S&P 500 Low Volatility Index(^SP500LVOL:SP)
This Mutual Fund (YTD)
+10.72%
Peer Avg (YTD)
+9.98%
vs Peers
+0.74%

SGICX Mutual Fund Performance

SGICX performance across multiple time periods: 1-month -3.18%, YTD 10.72%, 1-year 14.54%, 3-year 13.80%, 5-year 6.47%, 10-year 9.39%.

SGICX returns outperform the peer average of 9.98% YTD. With an expense ratio of 1.98%, investors should weigh costs against performance when evaluating this mutual fund.

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