SPGSX Mutual Fund

SPGSX Mutual Fund

NAV$126.30
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Returns Overview

1 Month
-0.80%
3 Months
+3.17%
6 Months
+5.69%
YTD
+5.37%
1 Year
+13.27%
3 Years (annualized)
+21.44%
5 Years (annualized)
+12.22%
10 Years (annualized)
+16.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPGSX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+5.37%
Peer Avg (YTD)
+6.23%
vs Peers
-0.86%

SPGSX Mutual Fund Performance

SPGSX performance across multiple time periods: 1-month -0.80%, YTD 5.37%, 1-year 13.27%, 3-year 21.44%, 5-year 12.22%, 10-year 16.99%.

SPGSX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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