PGSIX Mutual Fund

PGSIX Mutual Fund

NAV$7.91
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Returns Overview

1 Month
-1.26%
3 Months
+0.43%
6 Months
+1.53%
YTD
+1.91%
1 Year
+7.04%
3 Years (annualized)
+6.69%
5 Years (annualized)
+1.18%
10 Years (annualized)
+1.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGSIX 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)
+1.91%
Peer Avg (YTD)
+0.12%
vs Peers
+1.79%

PGSIX Mutual Fund Performance

PGSIX performance across multiple time periods: 1-month -1.26%, YTD 1.91%, 1-year 7.04%, 3-year 6.69%, 5-year 1.18%, 10-year 1.58%.

PGSIX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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