SGPIX Mutual Fund

SGPIX Mutual Fund

NAV$132.58
See how much of SGPIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.43%
3 Months
+6.58%
6 Months
+16.13%
YTD
+21.50%
1 Year
+27.98%
3 Years (annualized)
+11.86%
5 Years (annualized)
+4.74%
10 Years (annualized)
+9.13%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P SmallCap 600 Pure Growth(^SP600PG:SP)
This Mutual Fund (YTD)
+21.50%
Peer Avg (YTD)
+15.31%
vs Peers
+6.19%

SGPIX Mutual Fund Performance

SGPIX performance across multiple time periods: 1-month -3.43%, YTD 21.50%, 1-year 27.98%, 3-year 11.86%, 5-year 4.74%, 10-year 9.13%.

SGPIX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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