PGIEX Mutual Fund

PGIEX Mutual Fund

NAV$36.39
See how much of PGIEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.99%
3 Months
+4.71%
6 Months
+8.65%
YTD
+9.28%
1 Year
+20.14%
3 Years (annualized)
+20.12%
5 Years (annualized)
+13.01%
10 Years (annualized)
+13.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGIEX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+9.28%
Peer Avg (YTD)
+6.23%
vs Peers
+3.05%

PGIEX Mutual Fund Performance

PGIEX performance across multiple time periods: 1-month 0.99%, YTD 9.28%, 1-year 20.14%, 3-year 20.12%, 5-year 13.01%, 10-year 13.15%.

PGIEX returns outperform the peer average of 6.23% YTD. With an expense ratio of 1.83%, investors should weigh costs against performance when evaluating this mutual fund.

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