SGIDX Mutual Fund

SGIDX Mutual Fund

NAV$42.99
See how much of SGIDX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.13%
3 Months
+6.25%
6 Months
+9.94%
YTD
+11.33%
1 Year
+23.67%
3 Years (annualized)
+16.15%
5 Years (annualized)
+9.52%
10 Years (annualized)
+10.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGIDX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World High Dividend Yield Index(M7WOEDY)
This Mutual Fund (YTD)
+11.33%
Peer Avg (YTD)
+11.41%
vs Peers
-0.08%

SGIDX Mutual Fund Performance

SGIDX performance across multiple time periods: 1-month 3.13%, YTD 11.33%, 1-year 23.67%, 3-year 16.15%, 5-year 9.52%, 10-year 10.87%.

SGIDX returns trail the peer average of 11.41% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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