PGOEX Mutual Fund

NAV$87.46

Returns Overview

1 Month
-2.15%
3 Months
+18.14%
6 Months
+6.75%
YTD
+6.75%
1 Year
+16.79%
3 Years (annualized)
+23.48%
5 Years (annualized)
+16.94%
10 Years (annualized)
+21.84%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+6.75%
Peer Avg (YTD)
+8.97%
vs Peers
-2.22%

PGOEX Mutual Fund Performance

PGOEX performance across multiple time periods: 1-month -2.15%, YTD 6.75%, 1-year 16.79%, 3-year 23.48%, 5-year 16.94%, 10-year 21.84%.

PGOEX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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