PGRTX Mutual Fund

PGRTX Mutual Fund

NAV$16.94
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Returns Overview

1 Month
-4.39%
3 Months
-12.59%
6 Months
+14.34%
YTD
+11.03%
1 Year
+16.16%
3 Years (annualized)
+16.21%
5 Years (annualized)
+4.17%
10 Years (annualized)
+12.21%

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
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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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+11.03%
Peer Avg (YTD)
+10.34%
vs Peers
+0.68%

PGRTX Mutual Fund Performance

PGRTX performance across multiple time periods: 1-month -4.39%, YTD 11.03%, 1-year 16.16%, 3-year 16.21%, 5-year 4.17%, 10-year 12.21%.

PGRTX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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