PGMSX Mutual Fund

PGMSX Mutual Fund

NAV$9.93
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Returns Overview

1 Month
+1.23%
3 Months
-0.38%
6 Months
+0.43%
YTD
+1.61%
1 Year
+1.84%
3 Years (annualized)
+6.87%
5 Years (annualized)
+1.40%
10 Years (annualized)
+3.12%

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
Bloomberg Global Aggregate Bond Index(^BBCABI)
This Mutual Fund (YTD)
+1.61%
Peer Avg (YTD)
-0.97%
vs Peers
+2.57%

PGMSX Mutual Fund Performance

PGMSX performance across multiple time periods: 1-month 1.23%, YTD 1.61%, 1-year 1.84%, 3-year 6.87%, 5-year 1.40%, 10-year 3.12%.

PGMSX returns outperform the peer average of -0.97% 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.