PGKZX Mutual Fund

PGKZX Mutual Fund

NAV$38.82
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Returns Overview

1 Month
+5.40%
3 Months
-0.38%
6 Months
+26.07%
YTD
+21.56%
1 Year
+31.39%
3 Years (annualized)
+30.06%
5 Years (annualized)
+14.64%

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
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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 Information Technology Index(^MSACWIT)
This Mutual Fund (YTD)
+21.56%
Peer Avg (YTD)
+14.35%
vs Peers
+7.21%

PGKZX Mutual Fund Performance

PGKZX performance across multiple time periods: 1-month 5.40%, YTD 21.56%, 1-year 31.39%, 3-year 30.06%, 5-year 14.64%.

PGKZX returns outperform the peer average of 14.35% 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.