PGEMX Mutual Fund

PGEMX Mutual Fund

NAV$28.61
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Returns Overview

1 Month
+1.46%
3 Months
+0.47%
6 Months
+7.23%
YTD
+8.45%
1 Year
+14.40%
3 Years (annualized)
+15.94%
5 Years (annualized)
+7.80%
10 Years (annualized)
+9.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGEMX 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)
+8.45%
Peer Avg (YTD)
+6.28%
vs Peers
+2.16%

PGEMX Mutual Fund Performance

PGEMX performance across multiple time periods: 1-month 1.46%, YTD 8.45%, 1-year 14.40%, 3-year 15.94%, 5-year 7.80%, 10-year 9.84%.

PGEMX returns outperform the peer average of 6.28% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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