SGPIX Mutual Fund

SGPIX Mutual Fund

NAV$131.19
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Returns Overview

1 Month
+2.38%
3 Months
-5.09%
6 Months
+1.16%
YTD
+15.32%
1 Year
+16.69%
3 Years (annualized)
+15.53%
5 Years (annualized)
+3.19%
10 Years (annualized)
+8.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGPIX 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
S&P SmallCap 600 Pure Growth(^SP600PG:SP)
This Mutual Fund (YTD)
+15.32%
Peer Avg (YTD)
+14.00%
vs Peers
+1.32%

SGPIX Mutual Fund Performance

SGPIX performance across multiple time periods: 1-month 2.38%, YTD 15.32%, 1-year 16.69%, 3-year 15.53%, 5-year 3.19%, 10-year 8.97%.

SGPIX returns outperform the peer average of 14.00% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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