PGORX Mutual Fund

PGORX Mutual Fund

NAV$71.69
See how much of PGORX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.95%
3 Months
-1.62%
6 Months
+1.26%
YTD
+0.12%
1 Year
+5.58%
3 Years (annualized)
+17.69%
5 Years (annualized)
+11.03%
10 Years (annualized)
+17.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGORX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+0.12%
Peer Avg (YTD)
+6.23%
vs Peers
-6.12%

PGORX Mutual Fund Performance

PGORX performance across multiple time periods: 1-month -5.95%, YTD 0.12%, 1-year 5.58%, 3-year 17.69%, 5-year 11.03%, 10-year 17.28%.

PGORX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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