PGFIX Mutual Fund

PGFIX Mutual Fund

NAV$88.95
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Returns Overview

1 Month
-2.09%
3 Months
-0.42%
6 Months
+1.95%
YTD
+0.62%
1 Year
+7.09%
3 Years (annualized)
+21.46%
5 Years (annualized)
+12.02%
10 Years (annualized)
+18.23%

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
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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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+0.62%
Peer Avg (YTD)
+6.23%
vs Peers
-5.61%

PGFIX Mutual Fund Performance

PGFIX performance across multiple time periods: 1-month -2.09%, YTD 0.62%, 1-year 7.09%, 3-year 21.46%, 5-year 12.02%, 10-year 18.23%.

PGFIX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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