PGSGX Mutual Fund

PGSGX Mutual Fund

NAV$25.30
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Returns Overview

1 Month
+26.54%
3 Months
+17.06%
6 Months
+24.43%
YTD
+38.84%
1 Year
+35.30%
3 Years (annualized)
+27.07%
5 Years (annualized)
+6.79%
10 Years (annualized)
+18.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGSGX 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)
+38.84%
Peer Avg (YTD)
+12.21%
vs Peers
+26.63%

PGSGX Mutual Fund Performance

PGSGX performance across multiple time periods: 1-month 26.54%, YTD 38.84%, 1-year 35.30%, 3-year 27.07%, 5-year 6.79%, 10-year 18.72%.

PGSGX returns outperform the peer average of 12.21% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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