SPGSX Mutual Fund

SPGSX Mutual Fund

NAV$131.20
See how much of SPGSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+4.16%
3 Months
-0.14%
6 Months
+15.67%
YTD
+9.75%
1 Year
+17.50%
3 Years (annualized)
+23.43%
5 Years (annualized)
+12.53%
10 Years (annualized)
+18.27%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+9.75%
Peer Avg (YTD)
+8.51%
vs Peers
+1.24%

SPGSX Mutual Fund Performance

SPGSX performance across multiple time periods: 1-month 4.16%, YTD 9.75%, 1-year 17.50%, 3-year 23.43%, 5-year 12.53%, 10-year 18.27%.

SPGSX returns outperform the peer average of 8.51% 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.