PGEKX Mutual Fund

NAV$27.26
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Returns Overview

1 Month
-0.87%
3 Months
+14.52%
6 Months
+14.17%
YTD
+12.90%
1 Year
+32.70%
3 Years (annualized)
+24.46%
5 Years (annualized)
+19.98%
10 Years (annualized)
+18.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGEKX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI All Country World Index Net Return(M1WD)
This Mutual Fund (YTD)
+12.90%
Peer Avg (YTD)
+9.49%
vs Peers
+3.41%

PGEKX Mutual Fund Performance

PGEKX performance across multiple time periods: 1-month -0.87%, YTD 12.90%, 1-year 32.70%, 3-year 24.46%, 5-year 19.98%, 10-year 18.58%.

PGEKX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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