SDGIX Mutual Fund

SDGIX Mutual Fund

NAV$19.72
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Returns Overview

1 Month
+0.50%
3 Months
+0.14%
6 Months
-0.25%
YTD
-0.05%
1 Year
+2.21%
3 Years (annualized)
+4.61%
5 Years (annualized)
+1.05%
10 Years (annualized)
+2.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SDGIX 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 Global Aggregate Index
This Mutual Fund (YTD)
-0.05%
Peer Avg (YTD)
+0.25%
vs Peers
-0.30%

SDGIX Mutual Fund Performance

SDGIX performance across multiple time periods: 1-month 0.50%, YTD -0.05%, 1-year 2.21%, 3-year 4.61%, 5-year 1.05%, 10-year 2.30%.

SDGIX returns trail the peer average of 0.25% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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