PFGCX Mutual Fund

NAV$13.31
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Returns Overview

1 Month
+0.81%
3 Months
+0.61%
6 Months
+0.09%
YTD
+0.24%
1 Year
+2.32%
3 Years (annualized)
-1.00%
5 Years (annualized)
-6.20%
10 Years (annualized)
-2.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFGCX 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

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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)
+0.24%
Peer Avg (YTD)
+3.23%
vs Peers
-2.99%

PFGCX Mutual Fund Performance

PFGCX performance across multiple time periods: 1-month 0.81%, YTD 0.24%, 1-year 2.32%, 3-year -1.00%, 5-year -6.20%, 10-year -2.35%.

PFGCX returns trail the peer average of 3.23% YTD. With an expense ratio of 4.75%, investors should weigh costs against performance when evaluating this mutual fund.

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