PFGEX Mutual Fund

PFGEX Mutual Fund

NAV$30.82
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Returns Overview

1 Month
-2.32%
3 Months
+2.68%
6 Months
+4.27%
YTD
+3.49%
1 Year
+10.74%
3 Years (annualized)
+19.76%

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
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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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+3.49%
Peer Avg (YTD)
+6.23%
vs Peers
-2.74%

PFGEX Mutual Fund Performance

PFGEX performance across multiple time periods: 1-month -2.32%, YTD 3.49%, 1-year 10.74%, 3-year 19.76%.

PFGEX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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