SGMIX Mutual Fund

SGMIX Mutual Fund

NAV$10.84
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Returns Overview

1 Month
+4.28%
3 Months
+3.88%
6 Months
+4.59%
YTD
+6.99%
1 Year
+9.04%
3 Years (annualized)
+10.88%
5 Years (annualized)
+6.95%
10 Years (annualized)
+6.77%

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)
+6.99%
Peer Avg (YTD)
+11.41%
vs Peers
-4.43%

SGMIX Mutual Fund Performance

SGMIX performance across multiple time periods: 1-month 4.28%, YTD 6.99%, 1-year 9.04%, 3-year 10.88%, 5-year 6.95%, 10-year 6.77%.

SGMIX returns trail the peer average of 11.41% 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.