PGTIX Mutual Fund

PGTIX Mutual Fund

NAV$35.22
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Returns Overview

1 Month
-10.66%
3 Months
+5.94%
6 Months
+22.08%
YTD
+25.18%
1 Year
+39.33%
3 Years (annualized)
+31.31%
5 Years (annualized)
+7.11%
10 Years (annualized)
+17.84%

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
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📉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 All Country World Index Information Technology Net
This Mutual Fund (YTD)
+25.18%
Peer Avg (YTD)
+11.56%
vs Peers
+13.62%

PGTIX Mutual Fund Performance

PGTIX performance across multiple time periods: 1-month -10.66%, YTD 25.18%, 1-year 39.33%, 3-year 31.31%, 5-year 7.11%, 10-year 17.84%.

PGTIX returns outperform the peer average of 11.56% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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