PGGYX Mutual Fund

PGGYX Mutual Fund

NAV$9.88
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Returns Overview

1 Month
-0.90%
3 Months
-0.42%
6 Months
-0.70%
YTD
-0.11%
1 Year
+2.17%
3 Years (annualized)
+3.93%
5 Years (annualized)
-1.39%
10 Years (annualized)
+0.72%

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)
-0.11%
Peer Avg (YTD)
+0.25%
vs Peers
-0.36%

PGGYX Mutual Fund Performance

PGGYX performance across multiple time periods: 1-month -0.90%, YTD -0.11%, 1-year 2.17%, 3-year 3.93%, 5-year -1.39%, 10-year 0.72%.

PGGYX returns trail the peer average of 0.25% 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.