SGISX Mutual Fund

NAV$43.27

Returns Overview

1 Month
-1.95%
3 Months
+10.26%
6 Months
+9.03%
YTD
+8.09%
1 Year
+18.61%
3 Years (annualized)
+16.54%
5 Years (annualized)
+9.35%
10 Years (annualized)
+11.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGISX 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 High Dividend Yield Index(M7WOEDY)
This Mutual Fund (YTD)
+8.09%
Peer Avg (YTD)
+9.49%
vs Peers
-1.40%

SGISX Mutual Fund Performance

SGISX performance across multiple time periods: 1-month -1.95%, YTD 8.09%, 1-year 18.61%, 3-year 16.54%, 5-year 9.35%, 10-year 11.07%.

SGISX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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