SPGBX Mutual Fund

SPGBX Mutual Fund

NAV$9.02
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Returns Overview

1 Month
-1.75%
3 Months
-2.71%
6 Months
-1.21%
YTD
-1.43%
1 Year
-1.00%
3 Years (annualized)
+3.81%
5 Years (annualized)
-0.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPGBX 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
Bloomberg Capital Global Aggregate Hedged USD Index
This Mutual Fund (YTD)
-1.43%
Peer Avg (YTD)
-1.59%
vs Peers
+0.16%

SPGBX Mutual Fund Performance

SPGBX performance across multiple time periods: 1-month -1.75%, YTD -1.43%, 1-year -1.00%, 3-year 3.81%, 5-year -0.29%.

SPGBX returns outperform the peer average of -1.59% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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