PGRSX Mutual Fund

NAV$10.71

Returns Overview

1 Month
+1.06%
3 Months
+8.48%
6 Months
+9.73%
YTD
+9.61%
1 Year
+11.13%
3 Years (annualized)
+8.91%
5 Years (annualized)
+0.93%
10 Years (annualized)
+4.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGRSX 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)
+9.61%
Peer Avg (YTD)
+11.24%
vs Peers
-1.63%

PGRSX Mutual Fund Performance

PGRSX performance across multiple time periods: 1-month 1.06%, YTD 9.61%, 1-year 11.13%, 3-year 8.91%, 5-year 0.93%, 10-year 4.18%.

PGRSX returns trail the peer average of 11.24% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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