Performance analysis of SGLC (SGI U.S. LARGE CAP CORE ETF)
Annual Return
Over the past 3 years, SGLC has had an average annual return of +19.53%, outperforming the benchmark SPY, which returned +19.31% annual.
Since Mar 31, 2023, SGLC has had an average annual return of +21.44%, outperforming the benchmark SPY, which returned +21.20% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +13.41% | +17.30% | +20.19% | +18.91% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.72% | -2.49% | -4.28% | +11.12% | +6.19% | -0.56% | -0.16% | +13.41% | |||||
| 2025 | +3.32% | -2.30% | -6.04% | -1.25% | +6.16% | +4.36% | +2.41% | +2.36% | +3.11% | +2.08% | +0.61% | +1.84% | +17.30% |
| 2024 | +2.67% | +5.59% | +3.54% | -4.09% | +6.14% | +2.98% | -0.71% | +1.68% | +0.76% | -2.03% | +5.83% | -3.15% | +20.19% |
| 2023 | +0% | +2.34% | -0.27% | +5.91% | +4.60% | -2.18% | -3.46% | -2.29% | +8.97% | +4.61% | +18.91% |
Drawdown analysis of SGLC (SGI U.S. LARGE CAP CORE ETF)
The maximum drawdown for the SGLC was -20.25%, occurring on Apr 8, 2025. Recovery took 73 trading sessions.
The current SGLC drawdown is -1.91%.
Since Mar 31, 2023 SGLC has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -20.25% | Nov 27, 2024 | 88 | Apr 8, 2025 | 73 | Jul 24, 2025 | 161 |
| -10.03% | Aug 1, 2023 | 62 | Oct 27, 2023 | 18 | Nov 22, 2023 | 80 |
| -9.67% | Jan 28, 2026 | 41 | Mar 27, 2026 | 11 | Apr 14, 2026 | 52 |
| -8.97% | Jul 10, 2024 | 18 | Aug 5, 2024 | 48 | Oct 11, 2024 | 66 |
| -5.03% | Apr 1, 2024 | 14 | Apr 19, 2024 | 15 | May 10, 2024 | 29 |
| -4.63% | Nov 12, 2025 | 6 | Nov 20, 2025 | 10 | Dec 5, 2025 | 16 |
| -4.33% | Jun 2, 2026 | 6 | Jun 10, 2026 | 20 | Jul 10, 2026 | 26 |
| -4.00% | Oct 14, 2024 | 13 | Oct 31, 2024 | 5 | Nov 7, 2024 | 18 |
| -3.48% | Jan 12, 2026 | 5 | Jan 20, 2026 | 5 | Jan 27, 2026 | 10 |
| -3.32% | Apr 28, 2023 | 4 | May 4, 2023 | 10 | May 18, 2023 | 14 |
| -2.88% | Apr 13, 2023 | 9 | Apr 26, 2023 | 2 | Apr 28, 2023 | 11 |
| -2.60% | Dec 11, 2025 | 4 | Dec 17, 2025 | 3 | Dec 22, 2025 | 7 |
| -2.58% | May 14, 2026 | 3 | May 19, 2026 | 4 | May 26, 2026 | 7 |
| -2.51% | Oct 2, 2025 | 6 | Oct 10, 2025 | 10 | Oct 24, 2025 | 16 |
| -2.47% | Oct 28, 2025 | 7 | Nov 6, 2025 | 3 | Nov 11, 2025 | 10 |
| -2.37% | Nov 8, 2024 | 5 | Nov 15, 2024 | 8 | Nov 27, 2024 | 13 |
| -2.23% | May 18, 2023 | 4 | May 24, 2023 | 5 | Jun 1, 2023 | 9 |
| -2.16% | Jul 15, 2026 | 2 | Jul 17, 2026 | Ongoing | Ongoing | Ongoing |
| -1.98% | Jun 15, 2023 | 6 | Jun 26, 2023 | 4 | Jun 30, 2023 | 10 |
| -1.92% | Jul 25, 2025 | 5 | Aug 1, 2025 | 3 | Aug 6, 2025 | 8 |
| -1.90% | Sep 22, 2025 | 3 | Sep 25, 2025 | 5 | Oct 2, 2025 | 8 |
| -1.80% | Jan 30, 2024 | 1 | Jan 31, 2024 | 2 | Feb 2, 2024 | 3 |
| -1.73% | Aug 14, 2025 | 5 | Aug 21, 2025 | 9 | Sep 4, 2025 | 14 |
| -1.68% | Feb 9, 2024 | 2 | Feb 13, 2024 | 6 | Feb 22, 2024 | 8 |
| -1.51% | Dec 28, 2023 | 4 | Jan 4, 2024 | 4 | Jan 10, 2024 | 8 |