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SGI Global Equity I (SGLIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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38.05-0.05 (-0.13%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.90%
5-Year Average Return5.95%
Number of Years Up11
Number of Years Down3
Best 1 Yr Total Return (Jun 23, 2024)50.67%
Worst 1 Yr Total Return (Jun 23, 2024)N/A
Best 3-Yr Total Return50.67%
Worst 3-Yr Total Return0.90%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSGLIXCategory
YTD6.31%12.08%
1-Month2.21%0.64%
3-Month2.57%6.49%
1-Year16.19%38.01%
3-Year4.69%12.74%
5-Year6.90%12.82%
10-Year7.61%9.05%
Last Bull Market17.30%18.82%
Last Bear Market-10.60%-20.53%

Annual Total Return (%) History

Year
SGLIXCategory
2024
N/AN/A
2023
13.41%N/A
2022
-13.05%N/A
2021
15.99%N/A
2020
4.27%12.96%
2019
24.02%25.26%
2018
-2.84%-10.06%
2017
24.60%22.28%
2016
-10.31%6.93%
2015
9.08%-0.92%
2014
5.00%3.67%
2013
42.08%24.08%
2012
6.60%14.39%
2011
4.61%-7.19%
2010
50.67%14.49%
2009
N/A34.45%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.85%N/AN/AN/A
20235.12%2.99%-3.31%8.33%
2022-2.80%-10.60%-7.08%7.69%
20210.67%7.07%-0.14%7.75%
2020-19.41%12.68%6.76%7.55%
201911.59%5.42%1.82%3.55%
2018-0.31%0.28%6.66%-8.88%
201710.38%3.45%4.35%4.57%
2016-10.55%2.17%8.91%-9.89%
20158.87%3.44%-4.06%0.96%
2014-2.77%4.73%0.71%2.40%
20135.75%2.97%23.87%5.33%
201220.74%-7.90%5.75%-9.35%
201114.00%5.67%-16.50%4.00%
20107.79%-1.40%22.36%15.86%
200911.29%15.20%N/AN/A

Rank In Category (By Total Return)

YTD74
1-Month93
3-Month77
1-Year76
3-Year48
5-Year93

Load Adjusted Returns

1-Year16.19%
3-Year4.69%
5-Year6.90%
10-Year7.61%