PGRVX Mutual Fund

PGRVX Mutual Fund

NAV$9.62
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Returns Overview

1 Month
+0.20%
3 Months
-2.29%
6 Months
+9.22%
YTD
+6.04%
1 Year
+15.50%
3 Years (annualized)
-3.18%
5 Years (annualized)
+0.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGRVX 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)
+6.04%
Peer Avg (YTD)
+12.41%
vs Peers
-6.37%

PGRVX Mutual Fund Performance

PGRVX performance across multiple time periods: 1-month 0.20%, YTD 6.04%, 1-year 15.50%, 3-year -3.18%, 5-year 0.17%.

PGRVX returns trail the peer average of 12.41% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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