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Nasdaq - Delayed Quote USD

Sit Global Dividend Growth I (GDGIX)

26.92
+0.01
+(0.04%)
At close: 8:01:02 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -3.16%
5y Average Return 13.20%
Number of Years Up 12
Number of Years Down 4
Best 1Y Total Return (Apr 14, 2025) 26.70%
Worst 1Y Total Return (Apr 14, 2025) --
Best 3Y Total Return 26.70%
Worst 3Y Total Return 2.65%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
GDGIX
Category
YTD
-1.47%
12.08%
1-Month
-3.25%
0.64%
3-Month
-1.47%
6.49%
1-Year
7.97%
38.01%
3-Year
7.79%
12.74%
5-Year
15.58%
12.82%
10-Year
8.87%
9.05%
Last Bull Market
14.69%
18.82%
Last Bear Market
-13.66%
-20.53%

Annual Total Return (%) History

Year
GDGIX
Category
2025
--
--
2024
16.81%
--
2023
23.12%
--
2022
-18.04%
--
2021
23.59%
--
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
--
-41.13%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -1.47% -- -- --
2024 6.60% 4.10% 5.39% -0.12%
2023 6.18% 7.13% -3.46% 12.11%
2022 -7.28% -13.66% -7.20% 10.32%
2021 4.36% 6.90% -0.00% 10.78%
2020 -19.26% 19.08% 7.43% 12.31%
2019 10.76% 4.82% 2.01% 6.98%
2018 -3.89% -0.02% 5.85% -11.15%
2017 4.22% 3.71% 4.38% 6.15%
2016 0.15% 1.19% 3.03% 0.52%

2015 1.44% 0.65% -7.42% 4.80%
2014 0.26% 3.60% -2.12% 2.31%
2013 8.47% -0.19% 5.22% 6.83%
2012 9.97% -3.89% 5.90% 1.49%
2011 4.45% 1.05% -16.65% 10.73%
2010 3.37% -12.73% 13.49% 8.98%
2009 -11.12% 16.30% 14.67% 5.17%
2008 -5.25% -- -- --

Rank in Category (By Total Return)

YTD 59
1-Month 36
3-Month 59
1-Year 19
3-Year 24
5-Year 25

Load Adjusted Returns

1-Year 7.97%
3-Year 7.79%
5-Year 15.58%
10-Year 8.87%

Performance & Risk

YTD Return -3.16%
5y Average Return 13.20%
Rank in Category (ytd) 59
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.90
Morningstar Risk Rating

Fund Overview

Category World Large-Stock Blend
Fund Family Sit
Net Assets 53.17M
YTD Return -1.47%
Yield 0.91%
Morningstar Rating
Inception Date Sep 30, 2008

Fund Summary

The fund invests at least 80% of its net assets in dividend-paying common stocks issued by U.S. and foreign companies. It diversifies its investments among a number of different countries throughout the world. The fund will invest at least 40% of its net assets in stocks of foreign companies drawn from at least three different countries (and at least 30% of its net assets in stocks of foreign companies if market conditions are deemed unfavorable).

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