SFGIX Mutual Fund

SFGIX Mutual Fund

NAV$17.12
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Returns Overview

1 Month
-4.06%
3 Months
+13.42%
6 Months
+16.87%
YTD
+16.32%
1 Year
+33.06%
3 Years (annualized)
+15.18%
5 Years (annualized)
+5.56%
10 Years (annualized)
+7.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SFGIX 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
Morningstar Emerging Markets Net Return US Dollar Index(MOREMNRUSDI)
This Mutual Fund (YTD)
+16.32%
Peer Avg (YTD)
+23.08%
vs Peers
-6.75%

SFGIX Mutual Fund Performance

SFGIX performance across multiple time periods: 1-month -4.06%, YTD 16.32%, 1-year 33.06%, 3-year 15.18%, 5-year 5.56%, 10-year 7.91%.

SFGIX returns trail the peer average of 23.08% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

SFGIX performance comparison shows side-by-side returns with another fund. SFGIX alternatives are available in the Mutual Fund Screener.