PGTAX Mutual Fund

PGTAX Mutual Fund

NAV$109.02
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Returns Overview

1 Month
+5.91%
3 Months
-1.02%
6 Months
+33.93%
YTD
+34.35%
1 Year
+45.80%
3 Years (annualized)
+34.99%
5 Years (annualized)
+21.44%
10 Years (annualized)
+29.02%

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)
+34.35%
Peer Avg (YTD)
+14.35%
vs Peers
+20.00%

PGTAX Mutual Fund Performance

PGTAX performance across multiple time periods: 1-month 5.91%, YTD 34.35%, 1-year 45.80%, 3-year 34.99%, 5-year 21.44%, 10-year 29.02%.

PGTAX returns outperform the peer average of 14.35% 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.