PGBIX Mutual Fund

PGBIX Mutual Fund

NAV$9.58
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Returns Overview

1 Month
-0.71%
3 Months
+1.03%
6 Months
-0.76%
YTD
-0.37%
1 Year
+4.00%
3 Years (annualized)
+5.95%
5 Years (annualized)
+2.76%
10 Years (annualized)
+2.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGBIX 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
Bloomberg Barclays Global Aggregate (USD Hedged) Index(LEGATRUH)
This Mutual Fund (YTD)
-0.37%
Peer Avg (YTD)
+0.25%
vs Peers
-0.62%

PGBIX Mutual Fund Performance

PGBIX performance across multiple time periods: 1-month -0.71%, YTD -0.37%, 1-year 4.00%, 3-year 5.95%, 5-year 2.76%, 10-year 2.93%.

PGBIX returns trail the peer average of 0.25% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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