PSGQX Mutual Fund

NAV$34.33

Returns Overview

1 Month
-3.46%
3 Months
+1.51%
6 Months
+4.16%
YTD
+1.78%
1 Year
+13.22%
3 Years (annualized)
+21.55%
5 Years (annualized)
+8.26%
10 Years (annualized)
+17.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSGQX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+1.78%
Peer Avg (YTD)
+8.97%
vs Peers
-7.19%

PSGQX Mutual Fund Performance

PSGQX performance across multiple time periods: 1-month -3.46%, YTD 1.78%, 1-year 13.22%, 3-year 21.55%, 5-year 8.26%, 10-year 17.70%.

PSGQX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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