SGOIX Mutual Fund

SGOIX Mutual Fund

NAV$34.42
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Returns Overview

1 Month
-4.35%
3 Months
+0.86%
6 Months
+4.12%
YTD
+7.29%
1 Year
+14.40%
3 Years (annualized)
+20.18%
5 Years (annualized)
+11.18%
10 Years (annualized)
+8.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGOIX 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 EAFE Index(MEAFE)
This Mutual Fund (YTD)
+7.29%
Peer Avg (YTD)
+9.29%
vs Peers
-2.00%

SGOIX Mutual Fund Performance

SGOIX performance across multiple time periods: 1-month -4.35%, YTD 7.29%, 1-year 14.40%, 3-year 20.18%, 5-year 11.18%, 10-year 8.56%.

SGOIX returns trail the peer average of 9.29% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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