SGIDX Mutual Fund

SGIDX Mutual Fund

NAV$41.95
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Returns Overview

1 Month
+1.05%
3 Months
+1.22%
6 Months
+7.55%
YTD
+12.69%
1 Year
+15.78%
3 Years (annualized)
+20.18%
5 Years (annualized)
+9.86%
10 Years (annualized)
+11.20%

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
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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
MSCI World High Dividend Yield Index(M7WOEDY)
This Mutual Fund (YTD)
+12.69%
Peer Avg (YTD)
+12.44%
vs Peers
+0.26%

SGIDX Mutual Fund Performance

SGIDX performance across multiple time periods: 1-month 1.05%, YTD 12.69%, 1-year 15.78%, 3-year 20.18%, 5-year 9.86%, 10-year 11.20%.

SGIDX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.24%, 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.