PGRKX Mutual Fund

PGRKX Mutual Fund

NAV$10.37
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Returns Overview

1 Month
+2.12%
3 Months
+1.83%
6 Months
+8.61%
YTD
+11.58%
1 Year
+15.16%
3 Years (annualized)
+7.95%
5 Years (annualized)
-0.04%
10 Years (annualized)
+3.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGRKX 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
FTSE EPRA Nareit Developed NR USD(^FNDNR)
This Mutual Fund (YTD)
+11.58%
Peer Avg (YTD)
+12.53%
vs Peers
-0.95%

PGRKX Mutual Fund Performance

PGRKX performance across multiple time periods: 1-month 2.12%, YTD 11.58%, 1-year 15.16%, 3-year 7.95%, 5-year -0.04%, 10-year 3.37%.

PGRKX returns trail the peer average of 12.53% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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