PGTDX Mutual Fund

PGTDX Mutual Fund

NAV$84.63
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Returns Overview

1 Month
-6.65%
3 Months
+10.38%
6 Months
+24.93%
YTD
+26.29%
1 Year
+36.97%
3 Years (annualized)
+27.90%
5 Years (annualized)
+14.73%
10 Years (annualized)
+22.60%

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)
+26.29%
Peer Avg (YTD)
+11.56%
vs Peers
+14.73%

PGTDX Mutual Fund Performance

PGTDX performance across multiple time periods: 1-month -6.65%, YTD 26.29%, 1-year 36.97%, 3-year 27.90%, 5-year 14.73%, 10-year 22.60%.

PGTDX returns outperform the peer average of 11.56% 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.