SGPSX Mutual Fund

SGPSX Mutual Fund

NAV$93.83
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Returns Overview

1 Month
-5.49%
3 Months
-10.69%
6 Months
+9.57%
YTD
+10.54%
1 Year
+11.08%
3 Years (annualized)
+11.33%
5 Years (annualized)
+2.89%
10 Years (annualized)
+7.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGPSX 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)
+10.54%
Peer Avg (YTD)
+10.34%
vs Peers
+0.20%

SGPSX Mutual Fund Performance

SGPSX performance across multiple time periods: 1-month -5.49%, YTD 10.54%, 1-year 11.08%, 3-year 11.33%, 5-year 2.89%, 10-year 7.67%.

SGPSX returns outperform the peer average of 10.34% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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