SGGIX Mutual Fund

SGGIX Mutual Fund

NAV$86.60
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Returns Overview

1 Month
-7.05%
3 Months
-2.45%
6 Months
-0.72%
YTD
+1.05%
1 Year
-1.96%
3 Years (annualized)
+21.05%
5 Years (annualized)
+7.38%
10 Years (annualized)
+15.71%

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)
+1.05%
Peer Avg (YTD)
+5.23%
vs Peers
-4.18%

SGGIX Mutual Fund Performance

SGGIX performance across multiple time periods: 1-month -7.05%, YTD 1.05%, 1-year -1.96%, 3-year 21.05%, 5-year 7.38%, 10-year 15.71%.

SGGIX returns trail the peer average of 5.23% 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.