PFGAX Mutual Fund

PFGAX Mutual Fund

NAV$13.40
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Returns Overview

1 Month
-4.19%
3 Months
-2.84%
6 Months
-3.81%
YTD
-3.61%
1 Year
-0.53%
3 Years (annualized)
-0.96%
5 Years (annualized)
-7.06%
10 Years (annualized)
-2.22%

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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays Long Term Treasury Index(^BBLTT)
This Mutual Fund (YTD)
-3.61%
Peer Avg (YTD)
+0.12%
vs Peers
-3.73%

PFGAX Mutual Fund Performance

PFGAX performance across multiple time periods: 1-month -4.19%, YTD -3.61%, 1-year -0.53%, 3-year -0.96%, 5-year -7.06%, 10-year -2.22%.

PFGAX returns trail the peer average of 0.12% YTD. With an expense ratio of 4.08%, investors should weigh costs against performance when evaluating this mutual fund.

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