SGIIX Mutual Fund

NAV$89.81

Returns Overview

1 Month
-2.89%
3 Months
+2.92%
6 Months
+4.76%
YTD
+4.08%
1 Year
+26.85%
3 Years (annualized)
+19.03%
5 Years (annualized)
+12.00%
10 Years (annualized)
+10.67%

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

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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 Index(MDWO)
This Mutual Fund (YTD)
+4.08%
Peer Avg (YTD)
+5.93%
vs Peers
-1.85%

SGIIX Mutual Fund Performance

SGIIX performance across multiple time periods: 1-month -2.89%, YTD 4.08%, 1-year 26.85%, 3-year 19.03%, 5-year 12.00%, 10-year 10.67%.

SGIIX returns trail the peer average of 5.93% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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