PGMSX Mutual Fund

PGMSX Mutual Fund

NAV$9.78
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Returns Overview

1 Month
-0.37%
3 Months
+0.81%
6 Months
+1.28%
YTD
+2.00%
1 Year
+3.90%
3 Years (annualized)
+6.32%
5 Years (annualized)
+1.33%
10 Years (annualized)
+3.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGMSX 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
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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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+2.00%
Peer Avg (YTD)
+0.25%
vs Peers
+1.75%

PGMSX Mutual Fund Performance

PGMSX performance across multiple time periods: 1-month -0.37%, YTD 2.00%, 1-year 3.90%, 3-year 6.32%, 5-year 1.33%, 10-year 3.26%.

PGMSX returns outperform the peer average of 0.25% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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