SPYGX Mutual Fund

SPYGX Mutual Fund

NAV$20.69
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Returns Overview

1 Month
+4.72%
3 Months
+3.45%
6 Months
+14.45%
YTD
-4.56%
1 Year
-1.60%
3 Years (annualized)
+22.15%
5 Years (annualized)
+1.68%

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)
-4.56%
Peer Avg (YTD)
+9.89%
vs Peers
-14.45%

SPYGX Mutual Fund Performance

SPYGX performance across multiple time periods: 1-month 4.72%, YTD -4.56%, 1-year -1.60%, 3-year 22.15%, 5-year 1.68%.

SPYGX returns trail the peer average of 9.89% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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