PGDAX Mutual Fund

PGDAX Mutual Fund

NAV$9.41
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Returns Overview

1 Month
-0.53%
3 Months
-0.66%
6 Months
+5.71%
YTD
-0.82%
1 Year
+3.59%
3 Years (annualized)
-0.24%
5 Years (annualized)
+1.51%
10 Years (annualized)
+2.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGDAX 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)
-0.82%
Peer Avg (YTD)
-1.59%
vs Peers
+0.78%

PGDAX Mutual Fund Performance

PGDAX performance across multiple time periods: 1-month -0.53%, YTD -0.82%, 1-year 3.59%, 3-year -0.24%, 5-year 1.51%, 10-year 2.49%.

PGDAX returns outperform the peer average of -1.59% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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