PGTAX Mutual Fund

PGTAX Mutual Fund

NAV$102.17
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Returns Overview

1 Month
-6.58%
3 Months
+10.59%
6 Months
+25.41%
YTD
+26.85%
1 Year
+38.01%
3 Years (annualized)
+28.87%
5 Years (annualized)
+15.60%
10 Years (annualized)
+23.53%

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
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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 World Information Technology Index(^MSGUIT)
This Mutual Fund (YTD)
+26.85%
Peer Avg (YTD)
+11.56%
vs Peers
+15.29%

PGTAX Mutual Fund Performance

PGTAX performance across multiple time periods: 1-month -6.58%, YTD 26.85%, 1-year 38.01%, 3-year 28.87%, 5-year 15.60%, 10-year 23.53%.

PGTAX returns outperform the peer average of 11.56% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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