SGOIX Mutual Fund

NAV$34.42

Returns Overview

1 Month
+2.35%
3 Months
+3.39%
6 Months
+0.64%
YTD
+9.10%
1 Year
+23.90%
3 Years (annualized)
+17.67%
5 Years (annualized)
+9.99%
10 Years (annualized)
+7.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGOIX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+9.10%
Peer Avg (YTD)
+9.13%
vs Peers
-0.04%

SGOIX Mutual Fund Performance

SGOIX performance across multiple time periods: 1-month 2.35%, YTD 9.10%, 1-year 23.90%, 3-year 17.67%, 5-year 9.99%, 10-year 7.92%.

SGOIX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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