SGIGX Mutual Fund

SGIGX Mutual Fund

NAV$39.59
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Returns Overview

1 Month
+3.15%
3 Months
+6.35%
6 Months
+10.14%
YTD
+11.59%
1 Year
+24.12%
3 Years (annualized)
+16.64%
5 Years (annualized)
+9.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGIGX 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)
+11.59%
Peer Avg (YTD)
+11.41%
vs Peers
+0.18%

SGIGX Mutual Fund Performance

SGIGX performance across multiple time periods: 1-month 3.15%, YTD 11.59%, 1-year 24.12%, 3-year 16.64%, 5-year 9.95%.

SGIGX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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