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Nasdaq - Delayed Quote USD

Spyglass Growth Institutional (SPYGX)

16.99
+2.02
+(13.49%)
At close: 8:02:13 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -25.45%
5y Average Return 7.87%
Number of Years Up 5
Number of Years Down 2
Best 1Y Total Return (Apr 8, 2025) 61.82%
Worst 1Y Total Return (Apr 8, 2025) --
Best 3Y Total Return 61.82%
Worst 3Y Total Return -8.69%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SPYGX
Category
YTD
-15.29%
10.80%
1-Month
-11.50%
4.43%
3-Month
-15.29%
7.00%
1-Year
4.29%
48.17%
3-Year
3.08%
21.26%
5-Year
11.91%
20.18%
10-Year
0.00%
14.07%
Last Bull Market
43.22%
27.14%
Last Bear Market
-33.27%
-21.26%

Annual Total Return (%) History

Year
SPYGX
Category
2025
--
--
2024
38.10%
--
2023
54.03%
--
2022
-47.17%
--
2021
-6.42%
--
2020
61.82%
39.26%
2019
36.03%
32.52%
2018
10.36%
-6.65%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -15.29% -- -- --
2024 12.17% -8.09% 13.48% 18.05%
2023 12.39% 12.16% -1.43% 23.96%
2022 -13.09% -33.27% -8.10% -0.89%
2021 0.45% 10.77% -7.41% -9.16%
2020 -17.89% 40.62% 11.12% 26.11%
2019 25.95% -0.45% -1.52% 10.16%
2018 2.10% 13.32% 12.36% -15.11%

Rank in Category (By Total Return)

YTD 97
1-Month 97
3-Month 97
1-Year 9
3-Year 35
5-Year 54

Load Adjusted Returns

1-Year 4.29%
3-Year 3.08%
5-Year 11.91%
10-Year --

Performance & Risk

YTD Return -25.45%
5y Average Return 7.87%
Rank in Category (ytd) 97
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.46
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Growth
Fund Family Spyglass Capital Management
Net Assets 758.43M
YTD Return -15.29%
Yield 0.00%
Morningstar Rating
Inception Date Dec 29, 2017

Fund Summary

The fund seeks to achieve its investment objective by investing in a non-diversified portfolio of common stocks of U.S. growth companies. It may also invest in other equity securities, including stocks offered in initial public offerings ("IPOs") and shares of real estate investment trusts ("REITs"). The fund is non-diversified.

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