PSGLX Mutual Fund

NAV$23.43

Returns Overview

1 Month
+4.07%
3 Months
+4.07%
6 Months
+10.36%
YTD
+20.52%
1 Year
+24.21%
3 Years (annualized)
+6.44%
5 Years (annualized)
+10.44%
10 Years (annualized)
+8.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSGLX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+20.52%
Peer Avg (YTD)
+16.11%
vs Peers
+4.41%

PSGLX Mutual Fund Performance

PSGLX performance across multiple time periods: 1-month 4.07%, YTD 20.52%, 1-year 24.21%, 3-year 6.44%, 5-year 10.44%, 10-year 8.71%.

PSGLX returns outperform the peer average of 16.11% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

PSGLX performance comparison shows side-by-side returns with another fund. PSGLX alternatives are available in the Mutual Fund Screener.