PGEOX Mutual Fund

PGEOX Mutual Fund

NAV$28.91
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Returns Overview

1 Month
+1.50%
3 Months
+0.62%
6 Months
+7.48%
YTD
+8.79%
1 Year
+14.99%
3 Years (annualized)
+16.51%
5 Years (annualized)
+8.33%
10 Years (annualized)
+10.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGEOX 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)
+8.79%
Peer Avg (YTD)
+6.28%
vs Peers
+2.51%

PGEOX Mutual Fund Performance

PGEOX performance across multiple time periods: 1-month 1.50%, YTD 8.79%, 1-year 14.99%, 3-year 16.51%, 5-year 8.33%, 10-year 10.39%.

PGEOX returns outperform the peer average of 6.28% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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