PSGKX Mutual Fund

PSGKX Mutual Fund

NAV$27.79
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Returns Overview

1 Month
-1.55%
3 Months
-2.75%
6 Months
-0.43%
YTD
+11.60%
1 Year
+11.55%
3 Years (annualized)
+22.25%
5 Years (annualized)
+4.76%
10 Years (annualized)
+11.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSGKX 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)
+11.60%
Peer Avg (YTD)
+12.21%
vs Peers
-0.60%

PSGKX Mutual Fund Performance

PSGKX performance across multiple time periods: 1-month -1.55%, YTD 11.60%, 1-year 11.55%, 3-year 22.25%, 5-year 4.76%, 10-year 11.57%.

PSGKX returns trail the peer average of 12.21% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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