SGICX Mutual Fund

NAV$18.80
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Returns Overview

1 Month
+0.84%
3 Months
+9.24%
6 Months
+9.11%
YTD
+8.84%
1 Year
+16.14%
3 Years (annualized)
+11.65%
5 Years (annualized)
+6.43%
10 Years (annualized)
+8.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGICX 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

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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 500 Low Volatility Index(^SP500LVOL:SP)
This Mutual Fund (YTD)
+8.84%
Peer Avg (YTD)
+9.51%
vs Peers
-0.66%

SGICX Mutual Fund Performance

SGICX performance across multiple time periods: 1-month 0.84%, YTD 8.84%, 1-year 16.14%, 3-year 11.65%, 5-year 6.43%, 10-year 8.78%.

SGICX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.98%, investors should weigh costs against performance when evaluating this mutual fund.

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