PGGYX Mutual Fund

PGGYX Mutual Fund

NAV$9.87
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Returns Overview

1 Month
+0.10%
3 Months
-1.40%
6 Months
-3.24%
YTD
-1.99%
1 Year
-2.08%
3 Years (annualized)
+0.31%
5 Years (annualized)
-4.32%
10 Years (annualized)
-2.10%

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
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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
Bloomberg Barclays Global Aggregate Bond Index(LEGATRUU)
This Mutual Fund (YTD)
-1.99%
Peer Avg (YTD)
+0.20%
vs Peers
-2.19%

PGGYX Mutual Fund Performance

PGGYX performance across multiple time periods: 1-month 0.10%, YTD -1.99%, 1-year -2.08%, 3-year 0.31%, 5-year -4.32%, 10-year -2.10%.

PGGYX returns trail the peer average of 0.20% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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