PGDRX Mutual Fund

PGDRX Mutual Fund

NAV$35.19
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Returns Overview

6 Months
+174.33%
YTD
+188.22%
1 Year
+211.04%
3 Years (annualized)
+49.98%
5 Years (annualized)
+27.70%
10 Years (annualized)
+16.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGDRX 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
S&P Global Natural Resources Index NTR
This Mutual Fund (YTD)
+188.22%
Peer Avg (YTD)
+5.79%
vs Peers
+182.43%

PGDRX Mutual Fund Performance

PGDRX performance across multiple time periods: YTD 188.22%, 1-year 211.04%, 3-year 49.98%, 5-year 27.70%, 10-year 16.13%.

PGDRX returns outperform the peer average of 5.79% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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