PGIUX Mutual Fund

PGIUX Mutual Fund

NAV$16.85
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Returns Overview

1 Month
+8.64%
3 Months
+0.17%
6 Months
-0.76%
YTD
+11.80%
1 Year
+13.77%
3 Years (annualized)
+17.31%
5 Years (annualized)
+6.63%
10 Years (annualized)
+7.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGIUX 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
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📉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
MSCI All Country World Index (net div)
This Mutual Fund (YTD)
+11.80%
Peer Avg (YTD)
+6.38%
vs Peers
+5.42%

PGIUX Mutual Fund Performance

PGIUX performance across multiple time periods: 1-month 8.64%, YTD 11.80%, 1-year 13.77%, 3-year 17.31%, 5-year 6.63%, 10-year 7.87%.

PGIUX returns outperform the peer average of 6.38% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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