PGRUX Mutual Fund

PGRUX Mutual Fund

NAV$10.43
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Returns Overview

1 Month
+2.14%
3 Months
-6.19%
6 Months
-4.30%
YTD
+4.82%
1 Year
+5.06%
3 Years (annualized)
+10.98%
5 Years (annualized)
-1.06%
10 Years (annualized)
+4.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGRUX 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 NR USD(^FNDNR)
This Mutual Fund (YTD)
+4.82%
Peer Avg (YTD)
+7.23%
vs Peers
-2.41%

PGRUX Mutual Fund Performance

PGRUX performance across multiple time periods: 1-month 2.14%, YTD 4.82%, 1-year 5.06%, 3-year 10.98%, 5-year -1.06%, 10-year 4.00%.

PGRUX returns trail the peer average of 7.23% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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