SMLVX - SGI U.S. Small Cap Equity Fund Class C

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★
Year-to-Date Return8.76%
5-Year Average Return0.00%
Number of Years Up1
Number of Years Down1
Best 1 Yr Total Return (Feb 3, 2019)7.67%
Worst 1 Yr Total Return (Feb 3, 2019)-10.72%
Best 3-Yr Total Return7.67%
Worst 3-Yr Total ReturnN/A

Trailing Returns (%) Vs. Benchmarks

ReturnSMLVXCategory
YTD12.60%15.74%
1-Month5.24%6.93%
3-Month1.78%2.21%
1-Year-4.73%-3.76%
3-Year7.67%10.09%
5-Year0.00%5.65%
10-Year0.00%12.70%
Last Bull Market0.00%27.52%
Last Bear Market0.00%-23.95%

Annual Total Return (%) History

Year
SMLVXCategory
2019
N/AN/A
2018
-10.72%-12.72%
2017
7.67%12.28%
2016
N/A20.78%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
201910.63%1.78%N/AN/A
2018-1.76%7.41%5.15%-19.54%
2017-1.65%3.86%5.00%0.39%
20165.20%2.85%12.13%N/A

Rank In Category (By Total Return)

YTD83
1-Month92
3-Month62
1-Year61
3-Year84
5-YearN/A

Load Adjusted Returns

1-Year-4.73%
3-Year7.67%
5-YearN/A
10-YearN/A