PGSYX Mutual Fund

PGSYX Mutual Fund

NAV$26.38
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Returns Overview

1 Month
-1.39%
3 Months
-1.35%
6 Months
+2.46%
YTD
+12.21%
1 Year
+15.87%
3 Years (annualized)
+22.38%
5 Years (annualized)
+6.61%
10 Years (annualized)
+8.31%

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
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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
MSCI All Country World Index Net Return(M1WD)
This Mutual Fund (YTD)
+12.21%
Peer Avg (YTD)
+12.44%
vs Peers
-0.23%

PGSYX Mutual Fund Performance

PGSYX performance across multiple time periods: 1-month -1.39%, YTD 12.21%, 1-year 15.87%, 3-year 22.38%, 5-year 6.61%, 10-year 8.31%.

PGSYX returns trail the peer average of 12.44% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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