PGEOX Mutual Fund

PGEOX Mutual Fund

NAV$29.33
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Returns Overview

1 Month
-0.11%
3 Months
+2.84%
6 Months
+6.29%
YTD
+7.19%
1 Year
+15.02%
3 Years (annualized)
+15.51%
5 Years (annualized)
+8.43%
10 Years (annualized)
+10.23%

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)
+7.19%
Peer Avg (YTD)
+5.54%
vs Peers
+1.65%

PGEOX Mutual Fund Performance

PGEOX performance across multiple time periods: 1-month -0.11%, YTD 7.19%, 1-year 15.02%, 3-year 15.51%, 5-year 8.43%, 10-year 10.23%.

PGEOX returns outperform the peer average of 5.54% 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.