PGBOX Mutual Fund

PGBOX Mutual Fund

NAV$10.03
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Returns Overview

1 Month
+2.30%
3 Months
-0.15%
6 Months
-1.02%
YTD
-0.90%
1 Year
-0.57%
3 Years (annualized)
+5.27%
5 Years (annualized)
-0.11%
10 Years (annualized)
+1.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGBOX 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
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
-0.90%
Peer Avg (YTD)
+1.93%
vs Peers
-2.83%

PGBOX Mutual Fund Performance

PGBOX performance across multiple time periods: 1-month 2.30%, YTD -0.90%, 1-year -0.57%, 3-year 5.27%, 5-year -0.11%, 10-year 1.49%.

PGBOX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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