SGPKX Mutual Fund

SGPKX Mutual Fund

NAV$14.81
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Returns Overview

1 Month
-1.89%
3 Months
+4.09%
6 Months
+10.43%
YTD
+13.27%
1 Year
+24.05%
3 Years (annualized)
+14.70%
5 Years (annualized)
+8.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGPKX 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
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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)
+13.27%
Peer Avg (YTD)
+9.41%
vs Peers
+3.86%

SGPKX Mutual Fund Performance

SGPKX performance across multiple time periods: 1-month -1.89%, YTD 13.27%, 1-year 24.05%, 3-year 14.70%, 5-year 8.15%.

SGPKX returns outperform the peer average of 9.41% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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