SPGEX Mutual Fund

SPGEX Mutual Fund

NAV$16.08
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Returns Overview

1 Month
-1.07%
3 Months
+3.98%
6 Months
+9.57%
YTD
+13.20%
1 Year
+23.60%
3 Years (annualized)
+17.00%
5 Years (annualized)
+10.10%

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)
+13.20%
Peer Avg (YTD)
+9.42%
vs Peers
+3.78%

SPGEX Mutual Fund Performance

SPGEX performance across multiple time periods: 1-month -1.07%, YTD 13.20%, 1-year 23.60%, 3-year 17.00%, 5-year 10.10%.

SPGEX returns outperform the peer average of 9.42% 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.