PGORX Mutual Fund

PGORX Mutual Fund

NAV$67.59
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Returns Overview

1 Month
-5.77%
3 Months
-0.36%
6 Months
-1.98%
YTD
-0.24%
1 Year
-2.94%
3 Years (annualized)
+20.52%
5 Years (annualized)
+8.90%
10 Years (annualized)
+16.82%

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
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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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
-0.24%
Peer Avg (YTD)
+5.23%
vs Peers
-5.48%

PGORX Mutual Fund Performance

PGORX performance across multiple time periods: 1-month -5.77%, YTD -0.24%, 1-year -2.94%, 3-year 20.52%, 5-year 8.90%, 10-year 16.82%.

PGORX returns trail the peer average of 5.23% 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.