PSGFX Mutual Fund

PSGFX Mutual Fund

NAV$24.34
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Returns Overview

1 Month
+1.78%
3 Months
+2.29%
6 Months
+7.84%
YTD
+12.42%
1 Year
+18.65%
3 Years (annualized)
+17.43%
5 Years (annualized)
+8.77%
10 Years (annualized)
+11.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSGFX 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
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📉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 3000 Index(^RUA)
This Mutual Fund (YTD)
+12.42%
Peer Avg (YTD)
+7.17%
vs Peers
+5.25%

PSGFX Mutual Fund Performance

PSGFX performance across multiple time periods: 1-month 1.78%, YTD 12.42%, 1-year 18.65%, 3-year 17.43%, 5-year 8.77%, 10-year 11.30%.

PSGFX returns outperform the peer average of 7.17% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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