PGTAX Mutual Fund

NAV$103.04

Returns Overview

1 Month
+0.04%
3 Months
+41.25%
6 Months
+35.79%
YTD
+34.28%
1 Year
+53.75%
3 Years (annualized)
+35.31%
5 Years (annualized)
+22.34%
10 Years (annualized)
+30.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGTAX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI World Information Technology Index(^MSGUIT)
This Mutual Fund (YTD)
+34.28%
Peer Avg (YTD)
+16.06%
vs Peers
+18.22%

PGTAX Mutual Fund Performance

PGTAX performance across multiple time periods: 1-month 0.04%, YTD 34.28%, 1-year 53.75%, 3-year 35.31%, 5-year 22.34%, 10-year 30.48%.

PGTAX returns outperform the peer average of 16.06% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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