SPGBX Mutual Fund

SPGBX Mutual Fund

NAV$9.16
See how much of SPGBX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.09%
6 Months
-0.22%
YTD
+0.22%
1 Year
+2.27%
3 Years (annualized)
+3.70%
5 Years (annualized)
-1.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPGBX 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
Bloomberg Capital Global Aggregate Hedged USD Index
This Mutual Fund (YTD)
+0.22%
Peer Avg (YTD)
+0.25%
vs Peers
-0.03%

SPGBX Mutual Fund Performance

SPGBX performance across multiple time periods: 1-month -1.09%, YTD 0.22%, 1-year 2.27%, 3-year 3.70%, 5-year -1.12%.

SPGBX returns trail the peer average of 0.25% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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