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Sprott Gold Equity Institutional (SGDIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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47.82+0.23 (+0.48%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.90%
5-year average return7.56%
Number of years up2
Number of years down2
Best 1-yr total return (13 Jun 2024)32.12%
Worst 1-yr total return (13 Jun 2024)N/A
Best 3-yr total return32.12%
Worst 3-yr total return-7.67%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSGDIXCategory
YTD16.70%-4.69%
1-month6.12%-11.76%
3-month30.60%6.45%
1-year13.03%11.83%
3-year-3.69%16.23%
5-year10.01%5.29%
10-year3.04%-4.43%
Last bull market20.21%-13.05%
Last bear market-26.83%-16.06%

Annual total return (%) history

Year
SGDIXCategory
2024
N/AN/A
2023
2.23%N/A
2022
-12.97%N/A
2021
-11.55%N/A
2020
32.12%34.38%
2019
N/A38.98%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.31%N/AN/AN/A
202310.95%-9.29%-12.18%15.67%
202211.90%-26.83%-9.35%17.26%
2021-14.42%6.36%-10.63%8.73%
2020-23.10%59.26%8.44%-0.52%
20193.00%11.44%N/AN/A

Rank in category (by total return)

YTD36
1-month78
3-month82
1-year67
3-year33
5-year64

Load adjusted returns

1-year13.03%
3-year-3.69%
5-year10.01%
10-year3.04%