PSGAX Mutual Fund

PSGAX Mutual Fund

NAV$14.90
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Returns Overview

1 Month
-8.19%
3 Months
-4.17%
6 Months
+3.31%
YTD
-6.91%
1 Year
+15.07%
3 Years (annualized)
+5.08%
5 Years (annualized)
+3.99%
10 Years (annualized)
+16.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSGAX 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 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
-6.91%
Peer Avg (YTD)
+10.34%
vs Peers
-17.25%

PSGAX Mutual Fund Performance

PSGAX performance across multiple time periods: 1-month -8.19%, YTD -6.91%, 1-year 15.07%, 3-year 5.08%, 5-year 3.99%, 10-year 16.63%.

PSGAX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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