SGTIX Mutual Fund

SGTIX Mutual Fund

NAV$10.40
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Returns Overview

1 Month
+0.78%
3 Months
+2.47%
6 Months
+2.32%
YTD
+2.32%
1 Year
+6.65%
3 Years (annualized)
+3.58%
5 Years (annualized)
+0.50%
10 Years (annualized)
+1.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGTIX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+2.32%
Peer Avg (YTD)
+1.98%
vs Peers
+0.34%

SGTIX Mutual Fund Performance

SGTIX performance across multiple time periods: 1-month 0.78%, YTD 2.32%, 1-year 6.65%, 3-year 3.58%, 5-year 0.50%, 10-year 1.58%.

SGTIX returns outperform the peer average of 1.98% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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