PGELX Mutual Fund

PGELX Mutual Fund

NAV$29.87
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Returns Overview

1 Month
-0.09%
3 Months
+2.92%
6 Months
+6.39%
YTD
+7.32%
1 Year
+15.28%
3 Years (annualized)
+15.77%
5 Years (annualized)
+8.69%
10 Years (annualized)
+10.60%

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
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)
+7.32%
Peer Avg (YTD)
+5.54%
vs Peers
+1.78%

PGELX Mutual Fund Performance

PGELX performance across multiple time periods: 1-month -0.09%, YTD 7.32%, 1-year 15.28%, 3-year 15.77%, 5-year 8.69%, 10-year 10.60%.

PGELX returns outperform the peer average of 5.54% 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.