SGIXX Mutual Fund

NAV$1.00

Returns Overview

6 Months
+0.46%
YTD
+0.46%
1 Year
+2.72%
3 Years (annualized)
+1.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGIXX 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
Sterling Overnight Index Average Rate(^SOIAR)
This Mutual Fund (YTD)
+0.46%
Peer Avg (YTD)
+1.86%
vs Peers
-1.40%

SGIXX Mutual Fund Performance

SGIXX performance across multiple time periods: YTD 0.46%, 1-year 2.72%, 3-year 1.53%.

SGIXX returns trail the peer average of 1.86% YTD. With an expense ratio of 0.18%, investors should weigh costs against performance when evaluating this mutual fund.

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