PFGEX Mutual Fund

NAV$30.72

Returns Overview

1 Month
-0.03%
3 Months
+17.49%
6 Months
+6.17%
YTD
+5.95%
1 Year
+16.73%
3 Years (annualized)
+23.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFGEX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+5.95%
Peer Avg (YTD)
+8.97%
vs Peers
-3.03%

PFGEX Mutual Fund Performance

PFGEX performance across multiple time periods: 1-month -0.03%, YTD 5.95%, 1-year 16.73%, 3-year 23.51%.

PFGEX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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