SGDIX Mutual Fund

SGDIX Mutual Fund

NAV$131.54
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Returns Overview

1 Month
+28.50%
3 Months
+9.84%
6 Months
-12.32%
YTD
+16.72%
1 Year
+64.41%
3 Years (annualized)
+53.67%
5 Years (annualized)
+25.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGDIX 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
Philadelphia Stock Exchange Gold and Silver Sector Total Return Index
This Mutual Fund (YTD)
+16.72%
Peer Avg (YTD)
+3.79%
vs Peers
+12.94%

SGDIX Mutual Fund Performance

SGDIX performance across multiple time periods: 1-month 28.50%, YTD 16.72%, 1-year 64.41%, 3-year 53.67%, 5-year 25.31%.

SGDIX returns outperform the peer average of 3.79% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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