SGPGX Mutual Fund

SGPGX Mutual Fund

NAV$12.21
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Returns Overview

1 Month
+1.55%
3 Months
+3.14%
6 Months
+6.49%
YTD
+11.24%
1 Year
+15.71%
3 Years (annualized)
+11.94%
5 Years (annualized)
+5.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGPGX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.24%
Peer Avg (YTD)
+6.28%
vs Peers
+4.96%

SGPGX Mutual Fund Performance

SGPGX performance across multiple time periods: 1-month 1.55%, YTD 11.24%, 1-year 15.71%, 3-year 11.94%, 5-year 5.51%.

SGPGX returns outperform the peer average of 6.28% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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