SGPSX Mutual Fund

NAV$103.25

Returns Overview

1 Month
+9.29%
3 Months
+22.68%
6 Months
+25.17%
YTD
+23.77%
1 Year
+31.71%
3 Years (annualized)
+13.81%
5 Years (annualized)
+7.37%
10 Years (annualized)
+11.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGPSX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P SmallCap 600 Pure Growth(^SP600PG:SP)
This Mutual Fund (YTD)
+23.77%
Peer Avg (YTD)
+18.52%
vs Peers
+5.25%

SGPSX Mutual Fund Performance

SGPSX performance across multiple time periods: 1-month 9.29%, YTD 23.77%, 1-year 31.71%, 3-year 13.81%, 5-year 7.37%, 10-year 11.02%.

SGPSX returns outperform the peer average of 18.52% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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