PFGEX Mutual Fund

PFGEX Mutual Fund

NAV$31.39
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Returns Overview

1 Month
+4.47%
3 Months
+2.02%
6 Months
+13.15%
YTD
+8.12%
1 Year
+15.37%
3 Years (annualized)
+23.23%

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)
+8.12%
Peer Avg (YTD)
+8.51%
vs Peers
-0.39%

PFGEX Mutual Fund Performance

PFGEX performance across multiple time periods: 1-month 4.47%, YTD 8.12%, 1-year 15.37%, 3-year 23.23%.

PFGEX returns trail the peer average of 8.51% 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.