PGEJX Mutual Fund

PGEJX Mutual Fund

NAV$29.66
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Returns Overview

1 Month
-0.72%
3 Months
+9.96%
6 Months
+7.73%
YTD
+7.49%
1 Year
+17.17%
3 Years (annualized)
+16.66%
5 Years (annualized)
+9.21%
10 Years (annualized)
+11.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGEJX 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)
+7.49%
Peer Avg (YTD)
+5.87%
vs Peers
+1.62%

PGEJX Mutual Fund Performance

PGEJX performance across multiple time periods: 1-month -0.72%, YTD 7.49%, 1-year 17.17%, 3-year 16.66%, 5-year 9.21%, 10-year 11.47%.

PGEJX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

PGEJX performance comparison shows side-by-side returns with another fund. PGEJX alternatives are available in the Mutual Fund Screener.