PGIOX Mutual Fund

NAV$41.19

Returns Overview

1 Month
-1.27%
3 Months
+15.50%
6 Months
+9.01%
YTD
+8.44%
1 Year
+21.67%
3 Years (annualized)
+25.70%
5 Years (annualized)
+17.45%
10 Years (annualized)
+16.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGIOX 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)
+8.44%
Peer Avg (YTD)
+8.97%
vs Peers
-0.53%

PGIOX Mutual Fund Performance

PGIOX performance across multiple time periods: 1-month -1.27%, YTD 8.44%, 1-year 21.67%, 3-year 25.70%, 5-year 17.45%, 10-year 16.26%.

PGIOX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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