SGINX Mutual Fund

SGINX Mutual Fund

NAV$10.56
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Returns Overview

1 Month
-7.54%
3 Months
-9.52%
6 Months
-8.95%
YTD
-8.26%
1 Year
-7.01%
3 Years (annualized)
+4.01%
5 Years (annualized)
-0.09%
10 Years (annualized)
+0.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGINX 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
Bloomberg Barclays GNMA Index(LGNMTRUU)
This Mutual Fund (YTD)
-8.26%
Peer Avg (YTD)
+0.50%
vs Peers
-8.76%

SGINX Mutual Fund Performance

SGINX performance across multiple time periods: 1-month -7.54%, YTD -8.26%, 1-year -7.01%, 3-year 4.01%, 5-year -0.09%, 10-year 0.91%.

SGINX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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