PFGAX Mutual Fund

NAV$13.27

Returns Overview

1 Month
+0.87%
3 Months
+0.80%
6 Months
+0.46%
YTD
+0.61%
1 Year
+3.08%
3 Years (annualized)
-0.26%
5 Years (annualized)
-5.50%
10 Years (annualized)
-1.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFGAX 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
Bloomberg Barclays Long Term Treasury Index(^BBLTT)
This Mutual Fund (YTD)
+0.61%
Peer Avg (YTD)
+3.23%
vs Peers
-2.62%

PFGAX Mutual Fund Performance

PFGAX performance across multiple time periods: 1-month 0.87%, YTD 0.61%, 1-year 3.08%, 3-year -0.26%, 5-year -5.50%, 10-year -1.62%.

PFGAX returns trail the peer average of 3.23% YTD. With an expense ratio of 4.00%, investors should weigh costs against performance when evaluating this mutual fund.

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