SGLYX Mutual Fund

SGLYX Mutual Fund

NAV$11.53
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Returns Overview

1 Month
+4.34%
3 Months
+4.05%
6 Months
+4.92%
YTD
+7.31%
1 Year
+11.41%
3 Years (annualized)
+12.04%
5 Years (annualized)
+7.83%
10 Years (annualized)
+7.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGLYX 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
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📉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 World Minimum Volatility Index
This Mutual Fund (YTD)
+7.31%
Peer Avg (YTD)
+11.41%
vs Peers
-4.10%

SGLYX Mutual Fund Performance

SGLYX performance across multiple time periods: 1-month 4.34%, YTD 7.31%, 1-year 11.41%, 3-year 12.04%, 5-year 7.83%, 10-year 7.48%.

SGLYX returns trail the peer average of 11.41% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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