SGISX Mutual Fund

SGISX Mutual Fund

NAV$42.86
See how much of SGISX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.16%
3 Months
+6.35%
6 Months
+10.08%
YTD
+11.51%
1 Year
+23.99%
3 Years (annualized)
+16.49%
5 Years (annualized)
+9.82%
10 Years (annualized)
+11.20%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World High Dividend Yield Index(M7WOEDY)
This Mutual Fund (YTD)
+11.51%
Peer Avg (YTD)
+11.41%
vs Peers
+0.09%

SGISX Mutual Fund Performance

SGISX performance across multiple time periods: 1-month 3.16%, YTD 11.51%, 1-year 23.99%, 3-year 16.49%, 5-year 9.82%, 10-year 11.20%.

SGISX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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