PGBFX Mutual Fund

PGBFX Mutual Fund

NAV$44.67
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Returns Overview

1 Month
+5.69%
3 Months
+6.00%
6 Months
+12.80%
YTD
+24.30%
1 Year
+27.70%
3 Years (annualized)
+6.05%
5 Years (annualized)
+15.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGBFX 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
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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)
+24.30%
Peer Avg (YTD)
+24.18%
vs Peers
+0.12%

PGBFX Mutual Fund Performance

PGBFX performance across multiple time periods: 1-month 5.69%, YTD 24.30%, 1-year 27.70%, 3-year 6.05%, 5-year 15.23%.

PGBFX returns outperform the peer average of 24.18% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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