PGBGX Mutual Fund

PGBGX Mutual Fund

NAV$40.09
See how much of PGBGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+4.52%
3 Months
+2.07%
6 Months
+1.89%
YTD
+0.37%
1 Year
-3.11%
3 Years (annualized)
+13.73%
5 Years (annualized)
+5.73%
10 Years (annualized)
+14.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGBGX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+0.37%
Peer Avg (YTD)
+6.23%
vs Peers
-5.87%

PGBGX Mutual Fund Performance

PGBGX performance across multiple time periods: 1-month 4.52%, YTD 0.37%, 1-year -3.11%, 3-year 13.73%, 5-year 5.73%, 10-year 14.78%.

PGBGX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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