SFGIX Mutual Fund

SFGIX Mutual Fund

NAV$16.02
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Returns Overview

1 Month
-4.41%
3 Months
-3.72%
6 Months
-2.71%
YTD
+11.33%
1 Year
+15.84%
3 Years (annualized)
+16.28%
5 Years (annualized)
+6.09%
10 Years (annualized)
+7.04%

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)
+11.33%
Peer Avg (YTD)
+9.82%
vs Peers
+1.51%

SFGIX Mutual Fund Performance

SFGIX performance across multiple time periods: 1-month -4.41%, YTD 11.33%, 1-year 15.84%, 3-year 16.28%, 5-year 6.09%, 10-year 7.04%.

SFGIX returns outperform the peer average of 9.82% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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