SGHIX Mutual Fund

NAV$11.74

Returns Overview

1 Month
+4.00%
3 Months
+9.54%
6 Months
+13.39%
YTD
+8.25%
1 Year
+21.73%
3 Years (annualized)
+12.58%
5 Years (annualized)
+7.34%
10 Years (annualized)
+7.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGHIX 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
S&P Global 1200 Index(^SPG1200)
This Mutual Fund (YTD)
+8.25%
Peer Avg (YTD)
+2.65%
vs Peers
+5.60%

SGHIX Mutual Fund Performance

SGHIX performance across multiple time periods: 1-month 4.00%, YTD 8.25%, 1-year 21.73%, 3-year 12.58%, 5-year 7.34%, 10-year 7.64%.

SGHIX returns outperform the peer average of 2.65% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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