SGPKX Mutual Fund

SGPKX Mutual Fund

NAV$14.76
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Returns Overview

1 Month
+2.27%
3 Months
+0.95%
6 Months
+12.08%
YTD
+15.85%
1 Year
+23.19%
3 Years (annualized)
+16.69%
5 Years (annualized)
+8.32%

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)
+15.85%
Peer Avg (YTD)
+11.21%
vs Peers
+4.63%

SGPKX Mutual Fund Performance

SGPKX performance across multiple time periods: 1-month 2.27%, YTD 15.85%, 1-year 23.19%, 3-year 16.69%, 5-year 8.32%.

SGPKX returns outperform the peer average of 11.21% 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.