SFGIX Mutual Fund

SFGIX Mutual Fund

NAV$17.38
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Returns Overview

1 Month
-0.60%
3 Months
+1.05%
6 Months
+6.31%
YTD
+15.63%
1 Year
+31.97%
3 Years (annualized)
+13.70%
5 Years (annualized)
+6.30%
10 Years (annualized)
+7.72%

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)
+15.63%
Peer Avg (YTD)
+17.66%
vs Peers
-2.03%

SFGIX Mutual Fund Performance

SFGIX performance across multiple time periods: 1-month -0.60%, YTD 15.63%, 1-year 31.97%, 3-year 13.70%, 5-year 6.30%, 10-year 7.72%.

SFGIX returns trail the peer average of 17.66% YTD. With an expense ratio of 0.97%, 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.