SGPKX Mutual Fund

SGPKX Mutual Fund

NAV$14.38
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Returns Overview

1 Month
-2.78%
3 Months
-1.10%
6 Months
+2.94%
YTD
+12.02%
1 Year
+13.98%
3 Years (annualized)
+17.77%
5 Years (annualized)
+7.37%

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)
+12.02%
Peer Avg (YTD)
+9.28%
vs Peers
+2.75%

SGPKX Mutual Fund Performance

SGPKX performance across multiple time periods: 1-month -2.78%, YTD 12.02%, 1-year 13.98%, 3-year 17.77%, 5-year 7.37%.

SGPKX returns outperform the peer average of 9.28% 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.