PSGIX Mutual Fund

PSGIX Mutual Fund

NAV$28.57
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Returns Overview

1 Month
-5.81%
3 Months
+2.36%
6 Months
+12.34%
YTD
+16.17%
1 Year
+32.26%
3 Years (annualized)
+16.06%
5 Years (annualized)
+5.95%
10 Years (annualized)
+11.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSGIX 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 Index(^RUT)
This Mutual Fund (YTD)
+16.17%
Peer Avg (YTD)
+15.31%
vs Peers
+0.86%

PSGIX Mutual Fund Performance

PSGIX performance across multiple time periods: 1-month -5.81%, YTD 16.17%, 1-year 32.26%, 3-year 16.06%, 5-year 5.95%, 10-year 11.52%.

PSGIX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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