SGMIX Mutual Fund

SGMIX Mutual Fund

NAV$10.81
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Returns Overview

1 Month
+2.05%
3 Months
+5.29%
6 Months
+2.53%
YTD
+9.18%
1 Year
+9.02%
3 Years (annualized)
+12.14%
5 Years (annualized)
+6.99%
10 Years (annualized)
+7.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGMIX 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)
+9.18%
Peer Avg (YTD)
+12.44%
vs Peers
-3.26%

SGMIX Mutual Fund Performance

SGMIX performance across multiple time periods: 1-month 2.05%, YTD 9.18%, 1-year 9.02%, 3-year 12.14%, 5-year 6.99%, 10-year 7.19%.

SGMIX returns trail the peer average of 12.44% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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