SGIIX Mutual Fund

SGIIX Mutual Fund

NAV$91.80
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Returns Overview

1 Month
+3.37%
3 Months
+2.15%
6 Months
+2.08%
YTD
+7.59%
1 Year
+24.90%
3 Years (annualized)
+17.37%
5 Years (annualized)
+11.43%
10 Years (annualized)
+10.64%

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
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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 Index(MDWO)
This Mutual Fund (YTD)
+7.59%
Peer Avg (YTD)
+5.79%
vs Peers
+1.80%

SGIIX Mutual Fund Performance

SGIIX performance across multiple time periods: 1-month 3.37%, YTD 7.59%, 1-year 24.90%, 3-year 17.37%, 5-year 11.43%, 10-year 10.64%.

SGIIX returns outperform the peer average of 5.79% 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.