SPGRX Mutual Fund

NAV$25.20

Returns Overview

1 Month
+0.12%
3 Months
+16.74%
6 Months
+10.84%
YTD
+10.49%
1 Year
+24.98%
3 Years (annualized)
+20.31%
5 Years (annualized)
+12.07%
10 Years (annualized)
+11.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPGRX 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 Target Risk Moderate Index(^SPTGMU:SP)
This Mutual Fund (YTD)
+10.49%
Peer Avg (YTD)
+9.51%
vs Peers
+0.98%

SPGRX Mutual Fund Performance

SPGRX performance across multiple time periods: 1-month 0.12%, YTD 10.49%, 1-year 24.98%, 3-year 20.31%, 5-year 12.07%, 10-year 11.04%.

SPGRX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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