SPYGX Mutual Fund

SPYGX Mutual Fund

NAV$21.03
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Returns Overview

1 Month
-7.84%
3 Months
-6.79%
6 Months
+16.27%
YTD
-10.55%
1 Year
-11.55%
3 Years (annualized)
+22.15%
5 Years (annualized)
+1.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPYGX 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 Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
-10.55%
Peer Avg (YTD)
+6.72%
vs Peers
-17.27%

SPYGX Mutual Fund Performance

SPYGX performance across multiple time periods: 1-month -7.84%, YTD -10.55%, 1-year -11.55%, 3-year 22.15%, 5-year 1.68%.

SPYGX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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