PGSBX Mutual Fund

PGSBX Mutual Fund

NAV$8.65
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Returns Overview

1 Month
+0.69%
3 Months
+4.47%
6 Months
+5.39%
YTD
+4.98%
1 Year
+8.04%
3 Years (annualized)
-2.65%
5 Years (annualized)
-1.87%
10 Years (annualized)
-0.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGSBX 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
Bloomberg US MBS Index(BBGUSMBSI)
This Mutual Fund (YTD)
+4.98%
Peer Avg (YTD)
+3.81%
vs Peers
+1.18%

PGSBX Mutual Fund Performance

PGSBX performance across multiple time periods: 1-month 0.69%, YTD 4.98%, 1-year 8.04%, 3-year -2.65%, 5-year -1.87%, 10-year -0.31%.

PGSBX returns outperform the peer average of 3.81% YTD. With an expense ratio of 1.72%, investors should weigh costs against performance when evaluating this mutual fund.

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