SIGWX Mutual Fund

SIGWX Mutual Fund

NAV$8.86
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Returns Overview

1 Month
+5.69%
3 Months
+14.75%
6 Months
+12.23%
YTD
+11.76%
1 Year
+28.73%
3 Years (annualized)
+16.70%
5 Years (annualized)
+8.73%
10 Years (annualized)
+12.36%

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)
+11.76%
Peer Avg (YTD)
+18.52%
vs Peers
-6.76%

SIGWX Mutual Fund Performance

SIGWX performance across multiple time periods: 1-month 5.69%, YTD 11.76%, 1-year 28.73%, 3-year 16.70%, 5-year 8.73%, 10-year 12.36%.

SIGWX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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