PSGAX Mutual Fund

PSGAX Mutual Fund

NAV$16.38
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Returns Overview

1 Month
+6.13%
3 Months
+0.45%
6 Months
+5.12%
YTD
-1.20%
1 Year
+25.59%
3 Years (annualized)
+8.78%
5 Years (annualized)
+3.31%
10 Years (annualized)
+16.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSGAX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
-1.20%
Peer Avg (YTD)
+12.21%
vs Peers
-13.41%

PSGAX Mutual Fund Performance

PSGAX performance across multiple time periods: 1-month 6.13%, YTD -1.20%, 1-year 25.59%, 3-year 8.78%, 5-year 3.31%, 10-year 16.24%.

PSGAX returns trail the peer average of 12.21% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

PSGAX vs another fund shows side-by-side returns. PSGAX alternatives are available in the Mutual Fund Screener.