SGLIX Mutual Fund

NAV$36.37

Returns Overview

1 Month
+0.20%
3 Months
+9.35%
6 Months
+10.43%
YTD
+9.77%
1 Year
+14.97%
3 Years (annualized)
+11.67%
5 Years (annualized)
+7.12%
10 Years (annualized)
+8.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGLIX 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 ACWI Minimum Volatility (USD) Index(^MSCIACWIMVUSDI)
This Mutual Fund (YTD)
+9.77%
Peer Avg (YTD)
+9.13%
vs Peers
+0.63%

SGLIX Mutual Fund Performance

SGLIX performance across multiple time periods: 1-month 0.20%, YTD 9.77%, 1-year 14.97%, 3-year 11.67%, 5-year 7.12%, 10-year 8.85%.

SGLIX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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