SPGEX Mutual Fund

SPGEX Mutual Fund

NAV$15.07
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Returns Overview

1 Month
-0.83%
3 Months
-0.76%
6 Months
+3.18%
YTD
+12.34%
1 Year
+15.72%
3 Years (annualized)
+20.56%
5 Years (annualized)
+9.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPGEX 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
MSCI ACWI Investable Market Index (net)
This Mutual Fund (YTD)
+12.34%
Peer Avg (YTD)
+8.05%
vs Peers
+4.28%

SPGEX Mutual Fund Performance

SPGEX performance across multiple time periods: 1-month -0.83%, YTD 12.34%, 1-year 15.72%, 3-year 20.56%, 5-year 9.32%.

SPGEX returns outperform the peer average of 8.05% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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