PGLEX Mutual Fund

PGLEX Mutual Fund

NAV$23.15
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Returns Overview

1 Month
-1.72%
3 Months
+6.34%
6 Months
+7.77%
YTD
+13.13%
1 Year
+29.80%
3 Years (annualized)
+18.37%
5 Years (annualized)
+9.61%
10 Years (annualized)
+10.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGLEX 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 ACWI ex USA Index ND(^MACWIUSAIUSAIND)
This Mutual Fund (YTD)
+13.13%
Peer Avg (YTD)
+9.41%
vs Peers
+3.72%

PGLEX Mutual Fund Performance

PGLEX performance across multiple time periods: 1-month -1.72%, YTD 13.13%, 1-year 29.80%, 3-year 18.37%, 5-year 9.61%, 10-year 10.69%.

PGLEX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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