SGDIX Mutual Fund

NAV$130.20

Returns Overview

1 Month
-13.45%
3 Months
-13.35%
6 Months
-8.53%
YTD
-8.02%
1 Year
+55.41%
3 Years (annualized)
+40.73%
5 Years (annualized)
+18.87%

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

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Philadelphia Stock Exchange Gold and Silver Sector Total Return Index
This Mutual Fund (YTD)
-8.02%
Peer Avg (YTD)
-8.74%
vs Peers
+0.71%

SGDIX Mutual Fund Performance

SGDIX performance across multiple time periods: 1-month -13.45%, YTD -8.02%, 1-year 55.41%, 3-year 40.73%, 5-year 18.87%.

SGDIX returns outperform the peer average of -8.74% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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