PGLRX Mutual Fund

NAV$20.80

Returns Overview

1 Month
+2.55%
3 Months
+16.20%
6 Months
+14.80%
YTD
+13.13%
1 Year
+26.77%
3 Years (annualized)
+19.62%
5 Years (annualized)
+9.17%
10 Years (annualized)
+10.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGLRX 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 ACWI ex USA Index ND(^MACWIUSAIUSAIND)
This Mutual Fund (YTD)
+13.13%
Peer Avg (YTD)
+9.51%
vs Peers
+3.62%

PGLRX Mutual Fund Performance

PGLRX performance across multiple time periods: 1-month 2.55%, YTD 13.13%, 1-year 26.77%, 3-year 19.62%, 5-year 9.17%, 10-year 10.63%.

PGLRX returns outperform the peer average of 9.51% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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