SGOIX Mutual Fund

SGOIX Mutual Fund

NAV$35.84
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Returns Overview

1 Month
+3.84%
3 Months
+3.23%
6 Months
+4.50%
YTD
+10.46%
1 Year
+29.32%
3 Years (annualized)
+18.48%
5 Years (annualized)
+10.81%
10 Years (annualized)
+7.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGOIX 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 EAFE Index(MEAFE)
This Mutual Fund (YTD)
+10.46%
Peer Avg (YTD)
+9.42%
vs Peers
+1.04%

SGOIX Mutual Fund Performance

SGOIX performance across multiple time periods: 1-month 3.84%, YTD 10.46%, 1-year 29.32%, 3-year 18.48%, 5-year 10.81%, 10-year 7.97%.

SGOIX returns outperform the peer average of 9.42% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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