PGIAX Mutual Fund

PGIAX Mutual Fund

NAV$41.91
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Returns Overview

1 Month
+1.05%
3 Months
+4.93%
6 Months
+9.05%
YTD
+9.75%
1 Year
+21.07%
3 Years (annualized)
+21.38%
5 Years (annualized)
+13.86%
10 Years (annualized)
+14.00%

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
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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 3000 Index(^RUA)
This Mutual Fund (YTD)
+9.75%
Peer Avg (YTD)
+6.23%
vs Peers
+3.51%

PGIAX Mutual Fund Performance

PGIAX performance across multiple time periods: 1-month 1.05%, YTD 9.75%, 1-year 21.07%, 3-year 21.38%, 5-year 13.86%, 10-year 14.00%.

PGIAX returns outperform the peer average of 6.23% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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