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Sit Global Dividend Growth I (GDGIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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25.01-0.04 (-0.16%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.80%
5-year average return10.20%
Number of years up11
Number of years down4
Best 1-yr total return (29 Apr 2024)26.70%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return26.70%
Worst 3-yr total return2.65%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGDGIXCategory
YTD6.60%12.08%
1-month2.81%0.64%
3-month6.60%6.49%
1-year23.59%38.01%
3-year8.40%12.74%
5-year12.02%12.82%
10-year8.60%9.05%
Last bull market35.99%18.82%
Last bear market-13.66%-20.53%

Annual total return (%) history

Year
GDGIXCategory
2024
N/AN/A
2023
23.12%N/A
2022
-18.04%N/A
2021
23.59%N/A
2020
16.00%12.96%
2019
26.70%25.26%
2018
-9.63%-10.06%
2017
19.75%22.28%
2016
4.96%6.93%
2015
-0.93%-0.92%
2014
4.03%3.67%
2013
21.70%24.08%
2012
13.61%14.39%
2011
-2.58%-7.19%
2010
11.58%14.49%
2009
24.65%34.45%
2008
N/A-41.13%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.60%N/AN/AN/A
20236.18%7.13%-3.46%12.11%
2022-7.28%-13.66%-7.20%10.32%
20214.36%6.90%-0.00%10.78%
2020-19.26%19.08%7.43%12.31%
201910.76%4.82%2.01%6.98%
2018-3.89%-0.02%5.85%-11.15%
20174.22%3.71%4.38%6.15%
20160.15%1.19%3.03%0.52%
20151.44%0.65%-7.42%4.80%
20140.26%3.60%-2.12%2.31%
20138.47%-0.19%5.22%6.83%
20129.97%-3.89%5.90%1.49%
20114.45%1.05%-16.65%10.73%
20103.37%-12.73%13.49%8.98%
2009-11.12%16.30%14.67%5.17%
2008-5.25%N/AN/AN/A

Rank in category (by total return)

YTD65
1-month69
3-month65
1-year28
3-year18
5-year12

Load adjusted returns

1-year23.59%
3-year8.40%
5-year12.02%
10-year8.60%