PGBHX Mutual Fund

NAV$43.74

Returns Overview

1 Month
-5.40%
3 Months
+9.79%
6 Months
-4.28%
YTD
-3.82%
1 Year
-3.62%
3 Years (annualized)
+14.89%
5 Years (annualized)
+6.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGBHX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
-3.82%
Peer Avg (YTD)
+8.97%
vs Peers
-12.79%

PGBHX Mutual Fund Performance

PGBHX performance across multiple time periods: 1-month -5.40%, YTD -3.82%, 1-year -3.62%, 3-year 14.89%, 5-year 6.57%.

PGBHX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

PGBHX performance comparison shows side-by-side returns with another fund. PGBHX alternatives are available in the Mutual Fund Screener.