SPGIX Mutual Fund

SPGIX Mutual Fund

NAV$43.11
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Returns Overview

1 Month
+2.41%
3 Months
-0.23%
6 Months
+12.36%
YTD
+11.77%
1 Year
+18.44%
3 Years (annualized)
+23.58%
5 Years (annualized)
+16.64%
10 Years (annualized)
+19.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPGIX 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
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📉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
Russell 1000 Growth Index Total Return(^RLGTR)
This Mutual Fund (YTD)
+11.77%
Peer Avg (YTD)
+8.51%
vs Peers
+3.26%

SPGIX Mutual Fund Performance

SPGIX performance across multiple time periods: 1-month 2.41%, YTD 11.77%, 1-year 18.44%, 3-year 23.58%, 5-year 16.64%, 10-year 19.99%.

SPGIX returns outperform the peer average of 8.51% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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