SPGIX Mutual Fund

NAV$42.81

Returns Overview

1 Month
-1.32%
3 Months
+17.68%
6 Months
+10.67%
YTD
+10.56%
1 Year
+22.09%
3 Years (annualized)
+23.88%
5 Years (annualized)
+17.74%
10 Years (annualized)
+20.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPGIX 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
Russell 1000 Growth Index Total Return(^RLGTR)
This Mutual Fund (YTD)
+10.56%
Peer Avg (YTD)
+8.97%
vs Peers
+1.59%

SPGIX Mutual Fund Performance

SPGIX performance across multiple time periods: 1-month -1.32%, YTD 10.56%, 1-year 22.09%, 3-year 23.88%, 5-year 17.74%, 10-year 20.48%.

SPGIX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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