PGIAX Mutual Fund

NAV$42.58

Returns Overview

1 Month
-1.23%
3 Months
+15.57%
6 Months
+9.16%
YTD
+8.61%
1 Year
+21.99%
3 Years (annualized)
+22.28%
5 Years (annualized)
+15.60%
10 Years (annualized)
+15.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGIAX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+8.61%
Peer Avg (YTD)
+8.97%
vs Peers
-0.37%

PGIAX Mutual Fund Performance

PGIAX performance across multiple time periods: 1-month -1.23%, YTD 8.61%, 1-year 21.99%, 3-year 22.28%, 5-year 15.60%, 10-year 15.49%.

PGIAX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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