SIGVX Mutual Fund

SIGVX Mutual Fund

NAV$9.85
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Returns Overview

1 Month
+0.33%
3 Months
+0.84%
6 Months
+1.38%
YTD
+2.29%
1 Year
+4.04%
3 Years (annualized)
+5.29%
5 Years (annualized)
+3.45%
10 Years (annualized)
+2.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SIGVX 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 Short Treasury 3-6 Month Index
This Mutual Fund (YTD)
+2.29%
Peer Avg (YTD)
+2.15%
vs Peers
+0.13%

SIGVX Mutual Fund Performance

SIGVX performance across multiple time periods: 1-month 0.33%, YTD 2.29%, 1-year 4.04%, 3-year 5.29%, 5-year 3.45%, 10-year 2.43%.

SIGVX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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