PGGYX Mutual Fund

NAV$9.91

Returns Overview

1 Month
-0.03%
3 Months
+1.27%
6 Months
+0.69%
YTD
+0.79%
1 Year
+2.26%
3 Years (annualized)
+4.45%
5 Years (annualized)
-1.10%
10 Years (annualized)
+0.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGGYX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Barclays Global Aggregate Bond Index(LEGATRUU)
This Mutual Fund (YTD)
+0.79%
Peer Avg (YTD)
+0.99%
vs Peers
-0.20%

PGGYX Mutual Fund Performance

PGGYX performance across multiple time periods: 1-month -0.03%, YTD 0.79%, 1-year 2.26%, 3-year 4.45%, 5-year -1.10%, 10-year 0.99%.

PGGYX returns trail the peer average of 0.99% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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