PGOEX Mutual Fund

PGOEX Mutual Fund

NAV$85.65
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Returns Overview

1 Month
-5.91%
3 Months
-1.48%
6 Months
+1.55%
YTD
+0.43%
1 Year
+6.18%
3 Years (annualized)
+18.39%
5 Years (annualized)
+10.69%
10 Years (annualized)
+17.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGOEX 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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+0.43%
Peer Avg (YTD)
+6.23%
vs Peers
-5.80%

PGOEX Mutual Fund Performance

PGOEX performance across multiple time periods: 1-month -5.91%, YTD 0.43%, 1-year 6.18%, 3-year 18.39%, 5-year 10.69%, 10-year 17.48%.

PGOEX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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