SGIIX Mutual Fund

SGIIX Mutual Fund

NAV$89.98
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Returns Overview

1 Month
+2.03%
3 Months
+0.83%
6 Months
+3.00%
YTD
+8.49%
1 Year
+14.46%
3 Years (annualized)
+20.73%
5 Years (annualized)
+11.44%
10 Years (annualized)
+10.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGIIX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+8.49%
Peer Avg (YTD)
+5.84%
vs Peers
+2.65%

SGIIX Mutual Fund Performance

SGIIX performance across multiple time periods: 1-month 2.03%, YTD 8.49%, 1-year 14.46%, 3-year 20.73%, 5-year 11.44%, 10-year 10.24%.

SGIIX returns outperform the peer average of 5.84% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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