SGVIX Mutual Fund

SGVIX Mutual Fund

NAV$9.36
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Returns Overview

1 Month
+0.40%
3 Months
-0.57%
6 Months
-2.22%
YTD
-0.12%
1 Year
+1.74%
3 Years (annualized)
+3.69%
5 Years (annualized)
-0.62%
10 Years (annualized)
+0.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGVIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays US Intermediate Government/Credit Index(^BBUINTGCRI)
This Mutual Fund (YTD)
-0.12%
Peer Avg (YTD)
+2.15%
vs Peers
-2.27%

SGVIX Mutual Fund Performance

SGVIX performance across multiple time periods: 1-month 0.40%, YTD -0.12%, 1-year 1.74%, 3-year 3.69%, 5-year -0.62%, 10-year 0.95%.

SGVIX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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