SGIFX Mutual Fund

SGIFX Mutual Fund

NAV$44.39
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Returns Overview

1 Month
+0.97%
3 Months
+1.02%
6 Months
+7.14%
YTD
+12.03%
1 Year
+14.93%
3 Years (annualized)
+19.29%
5 Years (annualized)
+8.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGIFX 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
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📉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)
+12.03%
Peer Avg (YTD)
+12.44%
vs Peers
-0.41%

SGIFX Mutual Fund Performance

SGIFX performance across multiple time periods: 1-month 0.97%, YTD 12.03%, 1-year 14.93%, 3-year 19.29%, 5-year 8.97%.

SGIFX returns trail the peer average of 12.44% YTD. With an expense ratio of 1.97%, investors should weigh costs against performance when evaluating this mutual fund.

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