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SGI US Large Cap Equity A (LVOLX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.49+0.13 (+0.67%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.10%
5-year average return7.67%
Number of years up6
Number of years down2
Best 1-yr total return (1 May 2024)26.71%
Worst 1-yr total return (1 May 2024)N/A
Best 3-yr total return26.71%
Worst 3-yr total return4.26%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLVOLXCategory
YTD8.41%14.84%
1-month3.31%1.65%
3-month8.41%7.55%
1-year18.39%40.47%
3-year7.38%16.77%
5-year8.83%16.15%
10-year9.76%13.21%
Last bull market25.14%24.09%
Last bear market-9.72%-17.61%

Annual total return (%) history

Year
LVOLXCategory
2024
N/AN/A
2023
10.20%N/A
2022
-12.22%N/A
2021
17.16%N/A
2020
11.21%15.83%
2019
26.71%28.78%
2018
-0.04%-6.27%
2017
16.07%20.44%
2016
8.57%10.37%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.41%N/AN/AN/A
20230.92%2.95%-3.03%9.38%
2022-6.76%-9.72%-6.21%11.18%
2021-0.78%8.16%-1.17%10.47%
2020-17.55%14.91%7.99%8.71%
201913.40%3.98%3.83%3.50%
20180.77%5.58%8.16%-13.13%
20173.33%2.02%2.77%7.14%
20165.30%3.08%-1.83%1.89%

Rank in category (by total return)

YTD79
1-month46
3-month79
1-year91
3-year88
5-year98

Load adjusted returns

1-year12.17%
3-year5.47%
5-year7.66%
10-year9.16%