PGBGX Mutual Fund

PGBGX Mutual Fund

NAV$41.82
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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)
+6.59%
10 Years (annualized)
+15.23%

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)
+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 6.59%, 10-year 15.23%.

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.