PGBEX Mutual Fund

NAV$34.86

Returns Overview

1 Month
-1.98%
3 Months
-4.66%
6 Months
-5.06%
YTD
-1.50%
1 Year
+1.78%
3 Years
+19.85%
5 Years
+10.67%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would PGBEX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
-1.50%
Peer Avg (YTD)
+0.87%
vs Peers
-2.37%

PGBEX Mutual Fund Performance

PGBEX performance across multiple time periods: 1-month -1.98%, YTD -1.50%, 1-year 1.78%, 3-year 19.85%, 5-year 10.67%.

PGBEX returns trail the peer average of 0.87% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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