SPGEX Mutual Fund

NAV$15.36

Returns Overview

1 Month
-2.66%
3 Months
+3.09%
6 Months
+6.15%
YTD
+10.82%
1 Year
+25.66%
3 Years (annualized)
+18.89%
5 Years (annualized)
+10.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPGEX 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
MSCI ACWI Investable Market Index (net)
This Mutual Fund (YTD)
+10.82%
Peer Avg (YTD)
+9.13%
vs Peers
+1.69%

SPGEX Mutual Fund Performance

SPGEX performance across multiple time periods: 1-month -2.66%, YTD 10.82%, 1-year 25.66%, 3-year 18.89%, 5-year 10.47%.

SPGEX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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