PGTIX Mutual Fund

NAV$34.97

Returns Overview

1 Month
+1.24%
3 Months
+44.38%
6 Months
+40.12%
YTD
+38.06%
1 Year
+62.52%
3 Years (annualized)
+37.46%
5 Years (annualized)
+9.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGTIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI All Country World Index Information Technology Net
This Mutual Fund (YTD)
+38.06%
Peer Avg (YTD)
+16.06%
vs Peers
+21.99%

PGTIX Mutual Fund Performance

PGTIX performance across multiple time periods: 1-month 1.24%, YTD 38.06%, 1-year 62.52%, 3-year 37.46%, 5-year 9.53%.

PGTIX returns outperform the peer average of 16.06% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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