SGIFX Mutual Fund

SGIFX Mutual Fund

NAV$45.57
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Returns Overview

1 Month
-1.51%
3 Months
+3.10%
6 Months
+13.43%
YTD
+10.95%
1 Year
+13.99%
3 Years (annualized)
+16.92%
5 Years (annualized)
+8.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGIFX 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
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📉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
MSCI World High Dividend Yield Index(M7WOEDY)
This Mutual Fund (YTD)
+10.95%
Peer Avg (YTD)
+10.00%
vs Peers
+0.95%

SGIFX Mutual Fund Performance

SGIFX performance across multiple time periods: 1-month -1.51%, YTD 10.95%, 1-year 13.99%, 3-year 16.92%, 5-year 8.81%.

SGIFX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.97%, investors should weigh costs against performance when evaluating this mutual fund.

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