SPGRX Mutual Fund

SPGRX Mutual Fund

NAV$25.04
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Returns Overview

1 Month
+2.41%
3 Months
+3.90%
6 Months
+14.70%
YTD
+14.65%
1 Year
+24.01%
3 Years (annualized)
+21.21%
5 Years (annualized)
+12.23%
10 Years (annualized)
+11.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPGRX 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 Target Risk Moderate Index(^SPTGMU:SP)
This Mutual Fund (YTD)
+14.65%
Peer Avg (YTD)
+11.21%
vs Peers
+3.44%

SPGRX Mutual Fund Performance

SPGRX performance across multiple time periods: 1-month 2.41%, YTD 14.65%, 1-year 24.01%, 3-year 21.21%, 5-year 12.23%, 10-year 11.12%.

SPGRX returns outperform the peer average of 11.21% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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