SPGRX Mutual Fund

SPGRX Mutual Fund

NAV$24.77
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Returns Overview

1 Month
+1.33%
3 Months
+7.00%
6 Months
+10.48%
YTD
+11.95%
1 Year
+23.79%
3 Years (annualized)
+19.66%
5 Years (annualized)
+12.25%
10 Years (annualized)
+10.89%

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
PROUpgrade to run
🏦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)
+11.95%
Peer Avg (YTD)
+9.41%
vs Peers
+2.54%

SPGRX Mutual Fund Performance

SPGRX performance across multiple time periods: 1-month 1.33%, YTD 11.95%, 1-year 23.79%, 3-year 19.66%, 5-year 12.25%, 10-year 10.89%.

SPGRX returns outperform the peer average of 9.41% 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.