PGMAX Mutual Fund

PGMAX Mutual Fund

NAV$17.37
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Returns Overview

1 Month
+1.86%
3 Months
+2.59%
6 Months
+6.87%
YTD
+14.39%
1 Year
+23.72%
3 Years (annualized)
+17.69%
5 Years (annualized)
+7.60%
10 Years (annualized)
+8.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGMAX 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 Index(MSEUACWF)
This Mutual Fund (YTD)
+14.39%
Peer Avg (YTD)
+6.28%
vs Peers
+8.11%

PGMAX Mutual Fund Performance

PGMAX performance across multiple time periods: 1-month 1.86%, YTD 14.39%, 1-year 23.72%, 3-year 17.69%, 5-year 7.60%, 10-year 8.45%.

PGMAX returns outperform the peer average of 6.28% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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