SPGEX Mutual Fund

SPGEX Mutual Fund

NAV$15.86
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Returns Overview

1 Month
-1.81%
3 Months
-1.01%
6 Months
+13.28%
YTD
+13.28%
1 Year
+16.77%
3 Years (annualized)
+18.82%
5 Years (annualized)
+10.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPGEX 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
MSCI ACWI Investable Market Index (net)
This Mutual Fund (YTD)
+13.28%
Peer Avg (YTD)
+9.29%
vs Peers
+3.98%

SPGEX Mutual Fund Performance

SPGEX performance across multiple time periods: 1-month -1.81%, YTD 13.28%, 1-year 16.77%, 3-year 18.82%, 5-year 10.04%.

SPGEX returns outperform the peer average of 9.29% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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