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SGI Small Cap Core Fund I Shares (BOGIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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29.37-0.41 (-1.38%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-1.64%
5-Year Average Return9.57%
Number of Years Up17
Number of Years Down7
Best 1 Yr Total Return (Jul 4, 2024)46.87%
Worst 1 Yr Total Return (Jul 4, 2024)N/A
Best 3-Yr Total Return46.87%
Worst 3-Yr Total Return4.22%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBOGIXCategory
YTD0.30%20.19%
1-Month-2.47%0.02%
3-Month-4.95%4.36%
1-Year8.63%60.18%
3-Year1.26%11.32%
5-Year10.31%13.88%
10-Year7.10%11.19%
Last Bull Market28.72%27.98%
Last Bear Market-11.60%-24.08%

Annual Total Return (%) History

Year
BOGIXCategory
2024
N/AN/A
2023
21.14%N/A
2022
-13.23%N/A
2021
19.70%N/A
2020
21.56%10.99%
2019
24.05%23.75%
2018
-16.00%-12.72%
2017
17.07%12.28%
2016
19.77%20.78%
2015
-7.69%-5.38%
2014
2.38%3.79%
2013
46.87%37.39%
2012
26.17%15.46%
2011
-4.92%-4.07%
2010
29.25%25.61%
2009
45.88%31.80%
2008
-48.19%-36.56%
2007
-5.49%-1.10%
2006
15.48%15.03%
2005
17.38%6.75%
2004
10.86%18.94%
2003
58.80%43.41%
2002
-17.58%-16.22%
2001
5.22%8.92%
2000
26.80%11.89%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.53%-4.95%N/AN/A
20234.95%6.57%-5.22%14.27%
2022-6.23%-11.60%-2.41%7.27%
202115.61%5.13%-4.90%3.57%
2020-30.76%29.38%8.27%25.34%
201915.07%1.26%-2.82%9.55%
2018-2.50%7.75%6.34%-24.81%
20172.63%0.20%9.78%3.69%
20160.97%0.84%11.28%5.71%
20156.24%-2.33%-15.35%5.09%
20142.17%4.38%-4.31%0.32%
201313.68%3.38%11.57%12.01%
201217.04%-5.86%8.52%5.52%
201110.19%0.36%-24.05%13.20%
20106.87%-10.62%15.61%17.03%
2009-12.11%33.37%19.77%3.91%
2008-15.25%-4.28%-10.51%-28.63%
20072.23%6.85%-5.89%-8.06%
200615.64%-6.24%-2.32%9.04%
2005-2.65%4.47%9.56%5.34%
20045.54%-1.19%-3.35%9.99%
2003-3.19%24.39%12.51%17.21%
20026.60%-5.36%-18.90%0.73%
2001-8.67%16.42%-13.42%14.30%
200016.01%5.52%7.43%-3.57%

Rank In Category (By Total Return)

YTD76
1-Month89
3-Month89
1-Year71
3-Year45
5-Year16

Load Adjusted Returns

1-Year8.63%
3-Year1.26%
5-Year10.31%
10-Year7.10%