PGTQX Mutual Fund

PGTQX Mutual Fund

NAV$5.08
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Returns Overview

1 Month
+0.74%
3 Months
-0.50%
6 Months
-2.20%
YTD
+0.25%
1 Year
+1.38%
3 Years (annualized)
+9.01%
5 Years (annualized)
+7.79%
10 Years (annualized)
+5.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGTQX 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
Bloomberg Barclays Global Aggregate Bond Index(LEGATRUU)
This Mutual Fund (YTD)
+0.25%
Peer Avg (YTD)
+0.20%
vs Peers
+0.04%

PGTQX Mutual Fund Performance

PGTQX performance across multiple time periods: 1-month 0.74%, YTD 0.25%, 1-year 1.38%, 3-year 9.01%, 5-year 7.79%, 10-year 5.97%.

PGTQX returns outperform the peer average of 0.20% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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