SDGIX Mutual Fund

NAV$20.17

Returns Overview

1 Month
-0.98%
3 Months
-0.25%
6 Months
-0.79%
YTD
-0.59%
1 Year
+2.82%
3 Years (annualized)
+5.04%
5 Years (annualized)
+1.49%
10 Years (annualized)
+2.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SDGIX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg Global Aggregate Index
This Mutual Fund (YTD)
-0.59%
Peer Avg (YTD)
+0.99%
vs Peers
-1.58%

SDGIX Mutual Fund Performance

SDGIX performance across multiple time periods: 1-month -0.98%, YTD -0.59%, 1-year 2.82%, 3-year 5.04%, 5-year 1.49%, 10-year 2.47%.

SDGIX returns trail the peer average of 0.99% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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