SGLIX Mutual Fund

SGLIX Mutual Fund

NAV$36.70
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Returns Overview

1 Month
+2.80%
3 Months
+6.88%
6 Months
+8.08%
YTD
+12.84%
1 Year
+21.41%
3 Years (annualized)
+12.30%
5 Years (annualized)
+7.43%
10 Years (annualized)
+8.48%

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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Minimum Volatility (USD) Index(^MSCIACWIMVUSDI)
This Mutual Fund (YTD)
+12.84%
Peer Avg (YTD)
+9.42%
vs Peers
+3.42%

SGLIX Mutual Fund Performance

SGLIX performance across multiple time periods: 1-month 2.80%, YTD 12.84%, 1-year 21.41%, 3-year 12.30%, 5-year 7.43%, 10-year 8.48%.

SGLIX returns outperform the peer average of 9.42% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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