PGBAX Mutual Fund

PGBAX Mutual Fund

NAV$11.13
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Returns Overview

1 Month
+0.96%
3 Months
-1.15%
6 Months
-1.46%
YTD
-1.75%
1 Year
-1.92%
3 Years (annualized)
+5.73%
5 Years (annualized)
+1.23%
10 Years (annualized)
+3.05%

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
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📉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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-1.75%
Peer Avg (YTD)
+5.30%
vs Peers
-7.05%

PGBAX Mutual Fund Performance

PGBAX performance across multiple time periods: 1-month 0.96%, YTD -1.75%, 1-year -1.92%, 3-year 5.73%, 5-year 1.23%, 10-year 3.05%.

PGBAX returns trail the peer average of 5.30% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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