SILVX
Price:
$18.79
Market Cap:
$225.72M
The investment seeks to outperform the S&P 500® Index over a market cycle while reducing overall volatility. The fund normally invests at least 80% of its net assets (including borrowings for investment purposes) in equity securities, primarily common stocks, of companies within the Russell 1000® Index and S&P 500® Index. Its investments will generally consist of securities, which may include common stocks, preferred stocks, warrants to acquire common stock, and securities convertible into common stock. The fund purchases equity securities traded in the U.S. on registered exchanges or the over-the-counter market.
Industry
Asset Management
IPO Date
2012-03-02
Stock Exchange
NASDAQ
Ticker
SILVX
According to SGI U.S. Large Cap Equity Fund Class I’s latest financial reports and current stock price. The company's current ROE is 23.78%. This represents a change of 324.57% compared to the average of 5.60% of the last 4 quarters.
The mean historical ROE of SGI U.S. Large Cap Equity Fund Class I over the last ten years is 10.10%. The current 23.78% ROE has changed 135.45% with respect to the historical average. Over the past ten years (40 quarters), SILVX's ROE was at its highest in in the March 2023 quarter at 6.79%. The ROE was at its lowest in in the June 2022 quarter at -12.32%.
Average
10.10%
Median
14.03%
Minimum
-22.43%
Maximum
24.53%
Discovering the peaks and valleys of SGI U.S. Large Cap Equity Fund Class I ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.
Maximum Annual Increase = 886.73%
Maximum Annual ROE = 24.53%
Minimum Annual Increase = -728.86%
Minimum Annual ROE = -22.43%
| Year | ROE | Change |
|---|---|---|
| 2023 | 21.68% | -196.67% |
| 2022 | -22.43% | -195.17% |
| 2021 | 23.57% | 49.99% |
| 2020 | 15.71% | -35.95% |
| 2019 | 24.53% | -728.86% |
| 2018 | -3.90% | -118.65% |
| 2017 | 20.92% | 169.20% |
| 2016 | 7.77% | 886.73% |
| 2015 | 0.79% | -93.62% |
| 2014 | 12.34% | -46.32% |
The current ROE of SGI U.S. Large Cap Equity Fund Class I (SILVX) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages
3-year avg
7.61%
5-year avg
12.61%
10-year avg
10.10%
SGI U.S. Large Cap Equity Fund Class I’s ROE is greater than Sit Dividend Growth Fund Class S (0%), greater than Sit Dividend Growth Fund Class I (0%), greater than BNY Mellon Opportunistic Small Cap Fund Class I (0%), greater than Hennessy Equity and Income Fund Investor Class (0%), greater than SEI Institutional Managed Trust Tax-Managed International Managed Volatility Fund (0%), greater than Boston Trust Midcap Fund (0%), greater than Ashmore Emerging Markets Equity Fund - Institutional Class (0%), greater than Ashmore Emerging Markets Equity Fund - Class A (0%), greater than Columbia Adaptive Risk Allocation Fund A (0%), greater than Royce Small-Cap Value Fund - Service Class (0%),
| Company | ROE | Market cap |
|---|---|---|
| 0% | $230.86M | |
| 0% | $231.36M | |
| 0% | $225.88M | |
| 0% | $209.82M | |
| 0% | $226.48M | |
| 0% | $241.51M | |
| 0% | $229.68M | |
| 0% | $230.17M | |
| 0% | $236.24M | |
| 0% | $238.49M |
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What is the ROE?
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What is SGI U.S. Large Cap Equity Fund Class I's ROE?
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What is the highest ROE for SGI U.S. Large Cap Equity Fund Class I (SILVX)?
What is the 3-year average ROE for SGI U.S. Large Cap Equity Fund Class I (SILVX)?
What is the 5-year average ROE for SGI U.S. Large Cap Equity Fund Class I (SILVX)?
How does the current ROE for SGI U.S. Large Cap Equity Fund Class I (SILVX) compare to its historical average?