PGMAX Mutual Fund

PGMAX Mutual Fund

NAV$17.53
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Returns Overview

1 Month
+0.77%
3 Months
+5.25%
6 Months
+8.27%
YTD
+12.30%
1 Year
+24.08%
3 Years (annualized)
+16.09%
5 Years (annualized)
+7.54%
10 Years (annualized)
+8.31%

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)
+12.30%
Peer Avg (YTD)
+5.54%
vs Peers
+6.76%

PGMAX Mutual Fund Performance

PGMAX performance across multiple time periods: 1-month 0.77%, YTD 12.30%, 1-year 24.08%, 3-year 16.09%, 5-year 7.54%, 10-year 8.31%.

PGMAX returns outperform the peer average of 5.54% 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.