PGBEX Mutual Fund

PGBEX Mutual Fund

NAV$40.16
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Returns Overview

1 Month
+2.44%
3 Months
+1.18%
6 Months
+10.81%
YTD
+2.65%
1 Year
-0.05%
3 Years (annualized)
+14.15%
5 Years (annualized)
+5.21%
10 Years (annualized)
+14.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+2.65%
Peer Avg (YTD)
+8.51%
vs Peers
-5.86%

PGBEX Mutual Fund Performance

PGBEX performance across multiple time periods: 1-month 2.44%, YTD 2.65%, 1-year -0.05%, 3-year 14.15%, 5-year 5.21%, 10-year 14.60%.

PGBEX returns trail the peer average of 8.51% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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