PGLEX Mutual Fund

NAV$22.58

Returns Overview

1 Month
+2.57%
3 Months
+16.34%
6 Months
+15.10%
YTD
+13.44%
1 Year
+27.49%
3 Years (annualized)
+20.37%
5 Years (annualized)
+14.80%
10 Years (annualized)
+13.81%

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
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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI ex USA Index ND(^MACWIUSAIUSAIND)
This Mutual Fund (YTD)
+13.44%
Peer Avg (YTD)
+9.51%
vs Peers
+3.93%

PGLEX Mutual Fund Performance

PGLEX performance across multiple time periods: 1-month 2.57%, YTD 13.44%, 1-year 27.49%, 3-year 20.37%, 5-year 14.80%, 10-year 13.81%.

PGLEX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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