PGBIX Mutual Fund

PGBIX Mutual Fund

NAV$9.31
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Returns Overview

1 Month
+0.37%
3 Months
+0.36%
6 Months
-0.99%
YTD
-0.00%
1 Year
+2.97%
3 Years (annualized)
+6.16%
5 Years (annualized)
+2.83%
10 Years (annualized)
+2.95%

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)
-0.00%
Peer Avg (YTD)
+0.20%
vs Peers
-0.20%

PGBIX Mutual Fund Performance

PGBIX performance across multiple time periods: 1-month 0.37%, YTD -0.00%, 1-year 2.97%, 3-year 6.16%, 5-year 2.83%, 10-year 2.95%.

PGBIX returns trail the peer average of 0.20% 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.