SGIIX Mutual Fund

SGIIX Mutual Fund

NAV$88.41
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Returns Overview

1 Month
-5.06%
3 Months
+2.16%
6 Months
+5.14%
YTD
+6.33%
1 Year
+12.82%
3 Years (annualized)
+19.91%
5 Years (annualized)
+12.22%
10 Years (annualized)
+10.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGIIX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+6.33%
Peer Avg (YTD)
+5.22%
vs Peers
+1.10%

SGIIX Mutual Fund Performance

SGIIX performance across multiple time periods: 1-month -5.06%, YTD 6.33%, 1-year 12.82%, 3-year 19.91%, 5-year 12.22%, 10-year 10.52%.

SGIIX returns outperform the peer average of 5.22% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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