SGINX Mutual Fund

NAV$11.57

Returns Overview

1 Month
+0.16%
3 Months
+0.63%
6 Months
+1.31%
YTD
+1.39%
1 Year
+5.47%
3 Years (annualized)
+4.39%
5 Years (annualized)
+0.34%
10 Years (annualized)
+1.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGINX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Barclays GNMA Index(LGNMTRUU)
This Mutual Fund (YTD)
+1.39%
Peer Avg (YTD)
+3.23%
vs Peers
-1.83%

SGINX Mutual Fund Performance

SGINX performance across multiple time periods: 1-month 0.16%, YTD 1.39%, 1-year 5.47%, 3-year 4.39%, 5-year 0.34%, 10-year 1.14%.

SGINX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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