PGDIX Mutual Fund

PGDIX Mutual Fund

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Returns Overview

1 Month
-0.18%
3 Months
-0.64%
6 Months
-0.78%
YTD
-0.49%
1 Year
+0.42%
3 Years (annualized)
+5.42%
5 Years (annualized)
+1.64%
10 Years (annualized)
+3.53%

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
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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.49%
Peer Avg (YTD)
+6.28%
vs Peers
-6.78%

PGDIX Mutual Fund Performance

PGDIX performance across multiple time periods: 1-month -0.18%, YTD -0.49%, 1-year 0.42%, 3-year 5.42%, 5-year 1.64%, 10-year 3.53%.

PGDIX returns trail the peer average of 6.28% 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.