SGIFX Mutual Fund

NAV$45.19

Returns Overview

1 Month
-2.02%
3 Months
+10.02%
6 Months
+8.54%
YTD
+7.61%
1 Year
+17.46%
3 Years (annualized)
+15.27%
5 Years (annualized)
+8.19%

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
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

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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
MSCI World High Dividend Yield Index(M7WOEDY)
This Mutual Fund (YTD)
+7.61%
Peer Avg (YTD)
+9.49%
vs Peers
-1.88%

SGIFX Mutual Fund Performance

SGIFX performance across multiple time periods: 1-month -2.02%, YTD 7.61%, 1-year 17.46%, 3-year 15.27%, 5-year 8.19%.

SGIFX returns trail the peer average of 9.49% YTD. With an expense ratio of 2.02%, investors should weigh costs against performance when evaluating this mutual fund.

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