PGEBX Mutual Fund

PGEBX Mutual Fund

NAV$25.25
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Returns Overview

1 Month
+1.60%
3 Months
+5.50%
6 Months
+8.49%
YTD
+13.47%
1 Year
+20.22%
3 Years (annualized)
+3.77%
5 Years (annualized)
+8.53%
10 Years (annualized)
+7.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGEBX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+13.47%
Peer Avg (YTD)
+5.91%
vs Peers
+7.56%

PGEBX Mutual Fund Performance

PGEBX performance across multiple time periods: 1-month 1.60%, YTD 13.47%, 1-year 20.22%, 3-year 3.77%, 5-year 8.53%, 10-year 7.42%.

PGEBX returns outperform the peer average of 5.91% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this mutual fund.

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