SIGWX Mutual Fund

SIGWX Mutual Fund

NAV$8.48
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Returns Overview

1 Month
+3.21%
3 Months
+12.29%
6 Months
+15.73%
YTD
+18.74%
1 Year
+22.63%
3 Years (annualized)
+18.43%
5 Years (annualized)
+9.59%
10 Years (annualized)
+12.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SIGWX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+18.74%
Peer Avg (YTD)
+15.20%
vs Peers
+3.54%

SIGWX Mutual Fund Performance

SIGWX performance across multiple time periods: 1-month 3.21%, YTD 18.74%, 1-year 22.63%, 3-year 18.43%, 5-year 9.59%, 10-year 12.26%.

SIGWX returns outperform the peer average of 15.20% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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