SGTIX Mutual Fund

SGTIX Mutual Fund

NAV$10.22
See how much of SGTIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.47%
3 Months
-1.21%
6 Months
-1.18%
YTD
-0.26%
1 Year
-0.34%
3 Years (annualized)
+4.23%
5 Years (annualized)
-0.20%
10 Years (annualized)
+1.27%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-0.26%
Peer Avg (YTD)
-0.12%
vs Peers
-0.14%

SGTIX Mutual Fund Performance

SGTIX performance across multiple time periods: 1-month 3.47%, YTD -0.26%, 1-year -0.34%, 3-year 4.23%, 5-year -0.20%, 10-year 1.27%.

SGTIX returns trail the peer average of -0.12% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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