PGORX Mutual Fund

PGORX Mutual Fund

NAV$74.79
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Returns Overview

1 Month
+3.14%
3 Months
-5.12%
6 Months
+7.96%
YTD
+3.26%
1 Year
+8.23%
3 Years (annualized)
+19.21%
5 Years (annualized)
+9.89%
10 Years (annualized)
+17.08%

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)
+3.26%
Peer Avg (YTD)
+8.51%
vs Peers
-5.25%

PGORX Mutual Fund Performance

PGORX performance across multiple time periods: 1-month 3.14%, YTD 3.26%, 1-year 8.23%, 3-year 19.21%, 5-year 9.89%, 10-year 17.08%.

PGORX returns trail the peer average of 8.51% 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.