SGINX Mutual Fund

SGINX Mutual Fund

NAV$10.54
See how much of SGINX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.83%
3 Months
-1.98%
6 Months
-2.91%
YTD
-0.77%
1 Year
+1.32%
3 Years (annualized)
+4.01%
5 Years (annualized)
-0.09%
10 Years (annualized)
+0.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGINX 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
Bloomberg Barclays GNMA Index(LGNMTRUU)
This Mutual Fund (YTD)
-0.77%
Peer Avg (YTD)
+2.15%
vs Peers
-2.93%

SGINX Mutual Fund Performance

SGINX performance across multiple time periods: 1-month -0.83%, YTD -0.77%, 1-year 1.32%, 3-year 4.01%, 5-year -0.09%, 10-year 0.91%.

SGINX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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