PSGPX Mutual Fund

PSGPX Mutual Fund

NAV$24.26
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Returns Overview

1 Month
-1.72%
3 Months
+0.08%
6 Months
+12.52%
YTD
+10.24%
1 Year
+13.25%
3 Years (annualized)
+17.46%
5 Years (annualized)
+8.66%
10 Years (annualized)
+11.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSGPX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+10.24%
Peer Avg (YTD)
+6.10%
vs Peers
+4.14%

PSGPX Mutual Fund Performance

PSGPX performance across multiple time periods: 1-month -1.72%, YTD 10.24%, 1-year 13.25%, 3-year 17.46%, 5-year 8.66%, 10-year 11.06%.

PSGPX returns outperform the peer average of 6.10% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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