SPYGX Mutual Fund

SPYGX Mutual Fund

NAV$21.45
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Returns Overview

1 Month
-3.42%
3 Months
+11.47%
6 Months
+0.47%
YTD
-8.86%
1 Year
-2.49%
3 Years (annualized)
+18.65%
5 Years (annualized)
+0.61%

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)
-8.86%
Peer Avg (YTD)
+9.54%
vs Peers
-18.40%

SPYGX Mutual Fund Performance

SPYGX performance across multiple time periods: 1-month -3.42%, YTD -8.86%, 1-year -2.49%, 3-year 18.65%, 5-year 0.61%.

SPYGX returns trail the peer average of 9.54% 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.