PSGRX Mutual Fund

PSGRX Mutual Fund

NAV$80.40
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Returns Overview

1 Month
-3.53%
3 Months
-15.17%
6 Months
+9.19%
YTD
+6.46%
1 Year
+6.33%
3 Years (annualized)
+16.21%
5 Years (annualized)
+6.16%
10 Years (annualized)
+14.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSGRX 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)
+6.46%
Peer Avg (YTD)
+10.34%
vs Peers
-3.88%

PSGRX Mutual Fund Performance

PSGRX performance across multiple time periods: 1-month -3.53%, YTD 6.46%, 1-year 6.33%, 3-year 16.21%, 5-year 6.16%, 10-year 14.23%.

PSGRX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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