PSGAX Mutual Fund

NAV$15.60

Returns Overview

1 Month
+2.36%
3 Months
+3.52%
6 Months
-5.11%
YTD
-1.14%
1 Year
+8.53%
3 Years (annualized)
+5.30%
5 Years (annualized)
+4.03%
10 Years (annualized)
+16.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSGAX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
-1.14%
Peer Avg (YTD)
+18.52%
vs Peers
-19.67%

PSGAX Mutual Fund Performance

PSGAX performance across multiple time periods: 1-month 2.36%, YTD -1.14%, 1-year 8.53%, 3-year 5.30%, 5-year 4.03%, 10-year 16.83%.

PSGAX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

PSGAX performance comparison shows side-by-side returns with another fund. PSGAX alternatives are available in the Mutual Fund Screener.