PSGIX Mutual Fund

PSGIX Mutual Fund

NAV$28.05
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Returns Overview

1 Month
-3.44%
3 Months
-6.93%
6 Months
+17.21%
YTD
+13.37%
1 Year
+17.00%
3 Years (annualized)
+18.77%
5 Years (annualized)
+6.05%
10 Years (annualized)
+11.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSGIX 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 Index(^RUT)
This Mutual Fund (YTD)
+13.37%
Peer Avg (YTD)
+10.34%
vs Peers
+3.02%

PSGIX Mutual Fund Performance

PSGIX performance across multiple time periods: 1-month -3.44%, YTD 13.37%, 1-year 17.00%, 3-year 18.77%, 5-year 6.05%, 10-year 11.74%.

PSGIX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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