SGIFX Mutual Fund

SGIFX Mutual Fund

NAV$44.71
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Returns Overview

1 Month
+3.05%
3 Months
+6.06%
6 Months
+9.55%
YTD
+10.89%
1 Year
+22.76%
3 Years (annualized)
+15.22%
5 Years (annualized)
+8.44%

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)
+10.89%
Peer Avg (YTD)
+11.41%
vs Peers
-0.52%

SGIFX Mutual Fund Performance

SGIFX performance across multiple time periods: 1-month 3.05%, YTD 10.89%, 1-year 22.76%, 3-year 15.22%, 5-year 8.44%.

SGIFX returns trail the peer average of 11.41% YTD. With an expense ratio of 2.02%, 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.