SGPKX Mutual Fund

NAV$14.13

Returns Overview

1 Month
-3.29%
3 Months
+2.61%
6 Months
+6.40%
YTD
+10.30%
1 Year
+27.50%
3 Years (annualized)
+16.40%
5 Years (annualized)
+8.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGPKX 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)
+10.30%
Peer Avg (YTD)
+9.51%
vs Peers
+0.80%

SGPKX Mutual Fund Performance

SGPKX performance across multiple time periods: 1-month -3.29%, YTD 10.30%, 1-year 27.50%, 3-year 16.40%, 5-year 8.64%.

SGPKX returns outperform the peer average of 9.51% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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