SGVIX Mutual Fund

NAV$9.64

Returns Overview

1 Month
-1.63%
3 Months
-1.33%
6 Months
-2.43%
YTD
-2.13%
1 Year
+3.54%
3 Years (annualized)
+3.71%
5 Years (annualized)
-0.31%
10 Years (annualized)
+1.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGVIX 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 Barclays US Intermediate Government/Credit Index(^BBUINTGCRI)
This Mutual Fund (YTD)
-2.13%
Peer Avg (YTD)
+3.23%
vs Peers
-5.36%

SGVIX Mutual Fund Performance

SGVIX performance across multiple time periods: 1-month -1.63%, YTD -2.13%, 1-year 3.54%, 3-year 3.71%, 5-year -0.31%, 10-year 1.04%.

SGVIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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