SPYGX Mutual Fund

SPYGX Mutual Fund

NAV$22.21
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Returns Overview

1 Month
+2.29%
3 Months
+24.74%
6 Months
-5.64%
YTD
-4.03%
1 Year
+6.51%
3 Years (annualized)
+22.58%
5 Years (annualized)
+0.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPYGX 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 Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
-4.03%
Peer Avg (YTD)
+10.82%
vs Peers
-14.84%

SPYGX Mutual Fund Performance

SPYGX performance across multiple time periods: 1-month 2.29%, YTD -4.03%, 1-year 6.51%, 3-year 22.58%, 5-year 0.63%.

SPYGX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

SPYGX performance comparison shows side-by-side returns with another fund. SPYGX alternatives are available in the Mutual Fund Screener.