PFGGX Mutual Fund

NAV$15.09

Returns Overview

1 Month
+0.33%
3 Months
+17.80%
6 Months
+10.77%
YTD
+10.04%
1 Year
+19.98%
3 Years (annualized)
+20.60%
5 Years (annualized)
+12.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFGGX 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

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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
Morningstar Aggressive Target Risk Index(^MSAAMAGR)
This Mutual Fund (YTD)
+10.04%
Peer Avg (YTD)
+8.97%
vs Peers
+1.07%

PFGGX Mutual Fund Performance

PFGGX performance across multiple time periods: 1-month 0.33%, YTD 10.04%, 1-year 19.98%, 3-year 20.60%, 5-year 12.64%.

PFGGX returns outperform the peer average of 8.97% YTD. With an expense ratio of 2.33%, investors should weigh costs against performance when evaluating this mutual fund.

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