PGKZX Mutual Fund

PGKZX Mutual Fund

NAV$36.61
See how much of PGKZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.89%
3 Months
+6.97%
6 Months
+17.04%
YTD
+15.34%
1 Year
+25.21%
3 Years (annualized)
+26.56%
5 Years (annualized)
+14.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGKZX 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
MSCI All Country World Information Technology Index(^MSACWIT)
This Mutual Fund (YTD)
+15.34%
Peer Avg (YTD)
+11.56%
vs Peers
+3.78%

PGKZX Mutual Fund Performance

PGKZX performance across multiple time periods: 1-month -5.89%, YTD 15.34%, 1-year 25.21%, 3-year 26.56%, 5-year 14.74%.

PGKZX returns outperform the peer average of 11.56% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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