PGNAX Mutual Fund

PGNAX Mutual Fund

NAV$87.77
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Returns Overview

1 Month
+1.15%
3 Months
-7.58%
6 Months
+0.14%
YTD
+14.30%
1 Year
+43.23%
3 Years (annualized)
+13.90%
5 Years (annualized)
+15.78%
10 Years (annualized)
+10.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGNAX 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
Lipper Global Natural Resources Index(^LGNATR)
This Mutual Fund (YTD)
+14.30%
Peer Avg (YTD)
+19.98%
vs Peers
-5.68%

PGNAX Mutual Fund Performance

PGNAX performance across multiple time periods: 1-month 1.15%, YTD 14.30%, 1-year 43.23%, 3-year 13.90%, 5-year 15.78%, 10-year 10.18%.

PGNAX returns trail the peer average of 19.98% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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