PGLOX Mutual Fund

NAV$12.16

Returns Overview

1 Month
+1.52%
3 Months
+2.98%
6 Months
+7.12%
YTD
+7.31%
1 Year
+11.00%
3 Years (annualized)
+14.44%
5 Years (annualized)
+5.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGLOX 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
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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 All Country World Index Consumer Discretionary & Consumer Staples ex Automobile & Components Net
This Mutual Fund (YTD)
+7.31%
Peer Avg (YTD)
+8.38%
vs Peers
-1.08%

PGLOX Mutual Fund Performance

PGLOX performance across multiple time periods: 1-month 1.52%, YTD 7.31%, 1-year 11.00%, 3-year 14.44%, 5-year 5.10%.

PGLOX returns trail the peer average of 8.38% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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