PGBAX Mutual Fund

NAV$11.49

Returns Overview

1 Month
+0.14%
3 Months
+1.68%
6 Months
+0.05%
YTD
+0.05%
1 Year
+2.51%
3 Years (annualized)
+5.49%
5 Years (annualized)
+1.90%
10 Years (annualized)
+3.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGBAX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.05%
Peer Avg (YTD)
+5.87%
vs Peers
-5.82%

PGBAX Mutual Fund Performance

PGBAX performance across multiple time periods: 1-month 0.14%, YTD 0.05%, 1-year 2.51%, 3-year 5.49%, 5-year 1.90%, 10-year 3.59%.

PGBAX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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