SGIDX Mutual Fund

NAV$41.44

Returns Overview

1 Month
+2.30%
3 Months
+5.88%
6 Months
+8.11%
YTD
+9.57%
1 Year
+18.28%
3 Years (annualized)
+16.22%
5 Years (annualized)
+9.07%
10 Years (annualized)
+10.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGIDX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade 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
MSCI World High Dividend Yield Index(M7WOEDY)
This Mutual Fund (YTD)
+9.57%
Peer Avg (YTD)
+9.49%
vs Peers
+0.08%

SGIDX Mutual Fund Performance

SGIDX performance across multiple time periods: 1-month 2.30%, YTD 9.57%, 1-year 18.28%, 3-year 16.22%, 5-year 9.07%, 10-year 10.90%.

SGIDX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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