SGPIX Mutual Fund

SGPIX Mutual Fund

NAV$128.99
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Returns Overview

1 Month
-5.41%
3 Months
-10.47%
6 Months
+10.12%
YTD
+11.37%
1 Year
+12.21%
3 Years (annualized)
+12.45%
5 Years (annualized)
+6.27%
10 Years (annualized)
+10.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGPIX 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
S&P SmallCap 600 Pure Growth(^SP600PG:SP)
This Mutual Fund (YTD)
+11.37%
Peer Avg (YTD)
+10.34%
vs Peers
+1.03%

SGPIX Mutual Fund Performance

SGPIX performance across multiple time periods: 1-month -5.41%, YTD 11.37%, 1-year 12.21%, 3-year 12.45%, 5-year 6.27%, 10-year 10.43%.

SGPIX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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