PGTDX Mutual Fund

PGTDX Mutual Fund

NAV$90.39
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Returns Overview

1 Month
+5.85%
3 Months
-1.21%
6 Months
+33.43%
YTD
+33.69%
1 Year
+44.70%
3 Years (annualized)
+34.44%
5 Years (annualized)
+16.82%
10 Years (annualized)
+23.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGTDX 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)
+33.69%
Peer Avg (YTD)
+14.35%
vs Peers
+19.34%

PGTDX Mutual Fund Performance

PGTDX performance across multiple time periods: 1-month 5.85%, YTD 33.69%, 1-year 44.70%, 3-year 34.44%, 5-year 16.82%, 10-year 23.84%.

PGTDX returns outperform the peer average of 14.35% YTD. With an expense ratio of 1.79%, investors should weigh costs against performance when evaluating this mutual fund.

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