SPGTX Mutual Fund

NAV$20.71

Returns Overview

1 Month
-0.43%
3 Months
+4.07%
6 Months
+9.06%
YTD
+12.80%
1 Year
+26.51%
3 Years (annualized)
+19.40%
5 Years (annualized)
+10.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPGTX 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)
+12.80%
Peer Avg (YTD)
+9.13%
vs Peers
+3.67%

SPGTX Mutual Fund Performance

SPGTX performance across multiple time periods: 1-month -0.43%, YTD 12.80%, 1-year 26.51%, 3-year 19.40%, 5-year 10.80%.

SPGTX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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