PGFIX Mutual Fund

NAV$91.07

Returns Overview

1 Month
-4.47%
3 Months
+14.23%
6 Months
+2.50%
YTD
+2.78%
1 Year
+18.71%
3 Years (annualized)
+26.28%
5 Years (annualized)
+14.73%
10 Years (annualized)
+19.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGFIX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+2.78%
Peer Avg (YTD)
+8.97%
vs Peers
-6.19%

PGFIX Mutual Fund Performance

PGFIX performance across multiple time periods: 1-month -4.47%, YTD 2.78%, 1-year 18.71%, 3-year 26.28%, 5-year 14.73%, 10-year 19.11%.

PGFIX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

PGFIX performance comparison shows side-by-side returns with another fund. PGFIX alternatives are available in the Mutual Fund Screener.