SGPIX Mutual Fund

NAV$141.21

Returns Overview

1 Month
+9.38%
3 Months
+22.99%
6 Months
+25.81%
YTD
+24.39%
1 Year
+33.07%
3 Years (annualized)
+14.95%
5 Years (annualized)
+7.81%
10 Years (annualized)
+11.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGPIX 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
S&P SmallCap 600 Pure Growth(^SP600PG:SP)
This Mutual Fund (YTD)
+24.39%
Peer Avg (YTD)
+18.52%
vs Peers
+5.87%

SGPIX Mutual Fund Performance

SGPIX performance across multiple time periods: 1-month 9.38%, YTD 24.39%, 1-year 33.07%, 3-year 14.95%, 5-year 7.81%, 10-year 11.72%.

SGPIX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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