PGBGX Mutual Fund

PGBGX Mutual Fund

NAV$41.85
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Returns Overview

1 Month
+2.47%
3 Months
+1.25%
6 Months
+10.98%
YTD
+2.84%
1 Year
+0.25%
3 Years (annualized)
+14.49%
5 Years (annualized)
+5.54%
10 Years (annualized)
+14.95%

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
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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)
+2.84%
Peer Avg (YTD)
+8.51%
vs Peers
-5.67%

PGBGX Mutual Fund Performance

PGBGX performance across multiple time periods: 1-month 2.47%, YTD 2.84%, 1-year 0.25%, 3-year 14.49%, 5-year 5.54%, 10-year 14.95%.

PGBGX returns trail the peer average of 8.51% 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.