SGGIX Mutual Fund

SGGIX Mutual Fund

NAV$95.41
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Returns Overview

1 Month
-2.57%
3 Months
+1.77%
6 Months
+4.82%
YTD
+3.59%
1 Year
+8.90%
3 Years (annualized)
+18.56%
5 Years (annualized)
+9.25%
10 Years (annualized)
+15.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGGIX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+3.59%
Peer Avg (YTD)
+6.23%
vs Peers
-2.65%

SGGIX Mutual Fund Performance

SGGIX performance across multiple time periods: 1-month -2.57%, YTD 3.59%, 1-year 8.90%, 3-year 18.56%, 5-year 9.25%, 10-year 15.65%.

SGGIX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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