SGDIX Mutual Fund

SGDIX Mutual Fund

NAV$151.70
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Returns Overview

1 Month
-1.24%
3 Months
-12.10%
6 Months
-17.64%
YTD
-9.16%
1 Year
+56.44%
3 Years (annualized)
+39.01%
5 Years (annualized)
+18.07%

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)
-9.16%
Peer Avg (YTD)
-9.57%
vs Peers
+0.40%

SGDIX Mutual Fund Performance

SGDIX performance across multiple time periods: 1-month -1.24%, YTD -9.16%, 1-year 56.44%, 3-year 39.01%, 5-year 18.07%.

SGDIX returns outperform the peer average of -9.57% 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.