SPGTX Mutual Fund

SPGTX Mutual Fund

NAV$20.66
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Returns Overview

1 Month
-0.57%
3 Months
+0.19%
6 Months
+4.42%
YTD
+13.18%
1 Year
+17.05%
3 Years (annualized)
+21.55%
5 Years (annualized)
+10.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPGTX 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
MSCI ACWI Investable Market Index (net)
This Mutual Fund (YTD)
+13.18%
Peer Avg (YTD)
+8.05%
vs Peers
+5.13%

SPGTX Mutual Fund Performance

SPGTX performance across multiple time periods: 1-month -0.57%, YTD 13.18%, 1-year 17.05%, 3-year 21.55%, 5-year 10.27%.

SPGTX returns outperform the peer average of 8.05% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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