SGIIX Mutual Fund

SGIIX Mutual Fund

NAV$87.34
See how much of SGIIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+4.09%
3 Months
+4.49%
6 Months
+1.46%
YTD
+11.99%
1 Year
+24.44%
3 Years (annualized)
+19.91%
5 Years (annualized)
+12.22%
10 Years (annualized)
+10.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGIIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+11.99%
Peer Avg (YTD)
+6.69%
vs Peers
+5.30%

SGIIX Mutual Fund Performance

SGIIX performance across multiple time periods: 1-month 4.09%, YTD 11.99%, 1-year 24.44%, 3-year 19.91%, 5-year 12.22%, 10-year 10.52%.

SGIIX returns outperform the peer average of 6.69% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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