PGRTX Mutual Fund

NAV$18.86

Returns Overview

1 Month
+7.53%
3 Months
+30.81%
6 Months
+28.51%
YTD
+27.01%
1 Year
+43.53%
3 Years (annualized)
+19.25%
5 Years (annualized)
+6.38%
10 Years (annualized)
+13.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGRTX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+27.01%
Peer Avg (YTD)
+18.52%
vs Peers
+8.49%

PGRTX Mutual Fund Performance

PGRTX performance across multiple time periods: 1-month 7.53%, YTD 27.01%, 1-year 43.53%, 3-year 19.25%, 5-year 6.38%, 10-year 13.96%.

PGRTX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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