PSGRX Mutual Fund

PSGRX Mutual Fund

NAV$82.76
See how much of PSGRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.13%
3 Months
-4.54%
6 Months
+5.60%
YTD
+12.79%
1 Year
+14.23%
3 Years (annualized)
+16.21%
5 Years (annualized)
+6.16%
10 Years (annualized)
+14.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSGRX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+12.79%
Peer Avg (YTD)
+15.20%
vs Peers
-2.41%

PSGRX Mutual Fund Performance

PSGRX performance across multiple time periods: 1-month -2.13%, YTD 12.79%, 1-year 14.23%, 3-year 16.21%, 5-year 6.16%, 10-year 14.23%.

PSGRX returns trail the peer average of 15.20% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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