PGRKX Mutual Fund

NAV$10.59

Returns Overview

1 Month
+1.07%
3 Months
+8.35%
6 Months
+9.38%
YTD
+9.26%
1 Year
+10.53%
3 Years (annualized)
+8.29%
5 Years (annualized)
+0.33%
10 Years (annualized)
+3.61%

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
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
FTSE EPRA Nareit Developed NR USD(^FNDNR)
This Mutual Fund (YTD)
+9.26%
Peer Avg (YTD)
+11.24%
vs Peers
-1.98%

PGRKX Mutual Fund Performance

PGRKX performance across multiple time periods: 1-month 1.07%, YTD 9.26%, 1-year 10.53%, 3-year 8.29%, 5-year 0.33%, 10-year 3.61%.

PGRKX returns trail the peer average of 11.24% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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