SGPSX Mutual Fund

SGPSX Mutual Fund

NAV$99.19
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Returns Overview

1 Month
-3.51%
3 Months
+6.31%
6 Months
+15.55%
YTD
+20.78%
1 Year
+26.69%
3 Years (annualized)
+10.74%
5 Years (annualized)
+3.71%
10 Years (annualized)
+8.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGPSX 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
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🏦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 SmallCap 600 Pure Growth(^SP600PG:SP)
This Mutual Fund (YTD)
+20.78%
Peer Avg (YTD)
+15.31%
vs Peers
+5.47%

SGPSX Mutual Fund Performance

SGPSX performance across multiple time periods: 1-month -3.51%, YTD 20.78%, 1-year 26.69%, 3-year 10.74%, 5-year 3.71%, 10-year 8.04%.

SGPSX returns outperform the peer average of 15.31% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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