PGKAX Mutual Fund

NAV$35.79

Returns Overview

1 Month
+0.39%
3 Months
+32.45%
6 Months
+22.83%
YTD
+22.41%
1 Year
+35.34%
3 Years (annualized)
+32.59%
5 Years (annualized)
+19.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGKAX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI All Country World Information Technology Index(^MSACWIT)
This Mutual Fund (YTD)
+22.41%
Peer Avg (YTD)
+16.06%
vs Peers
+6.35%

PGKAX Mutual Fund Performance

PGKAX performance across multiple time periods: 1-month 0.39%, YTD 22.41%, 1-year 35.34%, 3-year 32.59%, 5-year 19.21%.

PGKAX returns outperform the peer average of 16.06% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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