PGELX Mutual Fund

PGELX Mutual Fund

NAV$29.83
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Returns Overview

1 Month
+1.50%
3 Months
+0.66%
6 Months
+7.60%
YTD
+8.93%
1 Year
+15.21%
3 Years (annualized)
+16.75%
5 Years (annualized)
+8.59%
10 Years (annualized)
+11.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGELX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+8.93%
Peer Avg (YTD)
+6.28%
vs Peers
+2.65%

PGELX Mutual Fund Performance

PGELX performance across multiple time periods: 1-month 1.50%, YTD 8.93%, 1-year 15.21%, 3-year 16.75%, 5-year 8.59%, 10-year 11.78%.

PGELX returns outperform 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.

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