PSGIX Mutual Fund

PSGIX Mutual Fund

NAV$28.28
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Returns Overview

1 Month
+2.34%
3 Months
-0.71%
6 Months
+14.12%
YTD
+18.88%
1 Year
+27.15%
3 Years (annualized)
+18.77%
5 Years (annualized)
+6.05%
10 Years (annualized)
+11.74%

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)
+18.88%
Peer Avg (YTD)
+15.20%
vs Peers
+3.68%

PSGIX Mutual Fund Performance

PSGIX performance across multiple time periods: 1-month 2.34%, YTD 18.88%, 1-year 27.15%, 3-year 18.77%, 5-year 6.05%, 10-year 11.74%.

PSGIX returns outperform the peer average of 15.20% 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.