PSGFX Mutual Fund

PSGFX Mutual Fund

NAV$24.11
See how much of PSGFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.12%
3 Months
+3.95%
6 Months
+8.18%
YTD
+10.46%
1 Year
+19.43%
3 Years (annualized)
+16.45%
5 Years (annualized)
+9.11%
10 Years (annualized)
+11.28%

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
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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+10.46%
Peer Avg (YTD)
+6.57%
vs Peers
+3.89%

PSGFX Mutual Fund Performance

PSGFX performance across multiple time periods: 1-month 0.12%, YTD 10.46%, 1-year 19.43%, 3-year 16.45%, 5-year 9.11%, 10-year 11.28%.

PSGFX returns outperform the peer average of 6.57% 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.