SPGP ETF

$128.31

Returns Overview

1 Month
+1.81%
3 Months
+13.64%
6 Months
+7.76%
YTD
+7.09%
1 Year
+14.26%
3 Years (annualized)
+11.76%
5 Years (annualized)
+8.13%
10 Years (annualized)
+15.27%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SPGP have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 GARP Index
This ETF (YTD)
+7.09%
Peer Avg (YTD)
+9.51%
vs Peers
-2.42%

SPGP ETF Performance

SPGP performance across multiple time periods: 1-month 1.81%, YTD 7.09%, 1-year 14.26%, 3-year 11.76%, 5-year 8.13%, 10-year 15.27%.

SPGP returns trail the peer average of 9.51% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this ETF.

SPGP performance comparison shows side-by-side returns with another fund. SPGP alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+1.81%N/A
3 Months+13.64%N/A
6 Months+7.76%N/A
1 Year+14.26%N/A
3 Years+11.76%N/A
5 Years+8.13%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized