PGBHX Mutual Fund

PGBHX Mutual Fund

NAV$42.84
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Returns Overview

1 Month
+4.52%
3 Months
+2.14%
6 Months
+2.01%
YTD
+0.53%
1 Year
-2.86%
3 Years (annualized)
+14.02%
5 Years (annualized)
+6.00%
10 Years (annualized)
+15.06%

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
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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)
+0.53%
Peer Avg (YTD)
+6.23%
vs Peers
-5.71%

PGBHX Mutual Fund Performance

PGBHX performance across multiple time periods: 1-month 4.52%, YTD 0.53%, 1-year -2.86%, 3-year 14.02%, 5-year 6.00%, 10-year 15.06%.

PGBHX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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