SGMIX Mutual Fund

NAV$10.92

Returns Overview

1 Month
-1.06%
3 Months
+0.98%
6 Months
+2.49%
YTD
+2.59%
1 Year
+3.21%
3 Years (annualized)
+8.63%
5 Years (annualized)
+6.04%
10 Years (annualized)
+6.38%

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
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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI World Minimum Volatility Index
This Mutual Fund (YTD)
+2.59%
Peer Avg (YTD)
+9.49%
vs Peers
-6.89%

SGMIX Mutual Fund Performance

SGMIX performance across multiple time periods: 1-month -1.06%, YTD 2.59%, 1-year 3.21%, 3-year 8.63%, 5-year 6.04%, 10-year 6.38%.

SGMIX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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