PSGPX Mutual Fund

NAV$24.56
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Returns Overview

1 Month
+0.33%
3 Months
+12.42%
6 Months
+10.92%
YTD
+10.15%
1 Year
+20.14%
3 Years (annualized)
+17.11%
5 Years (annualized)
+8.87%
10 Years (annualized)
+11.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSGPX 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
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📉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

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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)
+10.15%
Peer Avg (YTD)
+6.73%
vs Peers
+3.43%

PSGPX Mutual Fund Performance

PSGPX performance across multiple time periods: 1-month 0.33%, YTD 10.15%, 1-year 20.14%, 3-year 17.11%, 5-year 8.87%, 10-year 11.27%.

PSGPX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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