SGPGX Mutual Fund

NAV$12.28

Returns Overview

1 Month
+0.57%
3 Months
+4.07%
6 Months
+6.88%
YTD
+9.55%
1 Year
+15.74%
3 Years (annualized)
+11.07%
5 Years (annualized)
+5.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGPGX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.55%
Peer Avg (YTD)
+5.87%
vs Peers
+3.68%

SGPGX Mutual Fund Performance

SGPGX performance across multiple time periods: 1-month 0.57%, YTD 9.55%, 1-year 15.74%, 3-year 11.07%, 5-year 5.46%.

SGPGX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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