PGDIX Mutual Fund

PGDIX Mutual Fund

NAV$11.05
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Returns Overview

1 Month
+0.99%
3 Months
-1.08%
6 Months
-1.31%
YTD
-1.40%
1 Year
-1.52%
3 Years (annualized)
+6.07%
5 Years (annualized)
+1.58%
10 Years (annualized)
+3.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGDIX 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 Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-1.40%
Peer Avg (YTD)
+5.30%
vs Peers
-6.70%

PGDIX Mutual Fund Performance

PGDIX performance across multiple time periods: 1-month 0.99%, YTD -1.40%, 1-year -1.52%, 3-year 6.07%, 5-year 1.58%, 10-year 3.40%.

PGDIX returns trail the peer average of 5.30% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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