PGSYX Mutual Fund

NAV$27.11

Returns Overview

1 Month
-0.82%
3 Months
+14.55%
6 Months
+14.20%
YTD
+12.93%
1 Year
+32.76%
3 Years (annualized)
+24.42%
5 Years (annualized)
+15.33%
10 Years (annualized)
+15.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGSYX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI All Country World Index Net Return(M1WD)
This Mutual Fund (YTD)
+12.93%
Peer Avg (YTD)
+9.49%
vs Peers
+3.44%

PGSYX Mutual Fund Performance

PGSYX performance across multiple time periods: 1-month -0.82%, YTD 12.93%, 1-year 32.76%, 3-year 24.42%, 5-year 15.33%, 10-year 15.54%.

PGSYX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

PGSYX performance comparison shows side-by-side returns with another fund. PGSYX alternatives are available in the Mutual Fund Screener.