SGCIX Mutual Fund

SGCIX Mutual Fund

NAV$9.92

Returns Overview

1 Month
+1.35%
3 Months
-0.10%
6 Months
+1.84%
YTD
+1.25%
1 Year
+4.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGCIX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Morningstar Moderate Target Risk Index(MSAAMMOR)

SGCIX Mutual Fund Performance

SGCIX performance across multiple time periods: 1-month 1.35%, YTD 1.25%, 1-year 4.65%.

SGCIX returns can be compared against peers and benchmarks. investors should weigh costs against performance when evaluating this mutual fund.

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