PGRQX Mutual Fund

PGRQX Mutual Fund

NAV$22.44
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Returns Overview

1 Month
+1.51%
3 Months
-7.15%
6 Months
-4.94%
YTD
+6.22%
1 Year
+6.80%
3 Years (annualized)
+12.90%
5 Years (annualized)
+0.56%
10 Years (annualized)
+5.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGRQX 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 Real Estate Index(^ENGLRE)
This Mutual Fund (YTD)
+6.22%
Peer Avg (YTD)
+7.23%
vs Peers
-1.01%

PGRQX Mutual Fund Performance

PGRQX performance across multiple time periods: 1-month 1.51%, YTD 6.22%, 1-year 6.80%, 3-year 12.90%, 5-year 0.56%, 10-year 5.21%.

PGRQX returns trail the peer average of 7.23% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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