PGTQX Mutual Fund

PGTQX Mutual Fund

NAV$5.29
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Returns Overview

1 Month
-0.80%
3 Months
-0.88%
6 Months
-1.37%
YTD
-0.49%
1 Year
+1.99%
3 Years (annualized)
+5.09%
5 Years (annualized)
-1.64%
10 Years (annualized)
+1.36%

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)
-0.49%
Peer Avg (YTD)
+0.25%
vs Peers
-0.74%

PGTQX Mutual Fund Performance

PGTQX performance across multiple time periods: 1-month -0.80%, YTD -0.49%, 1-year 1.99%, 3-year 5.09%, 5-year -1.64%, 10-year 1.36%.

PGTQX returns trail the peer average of 0.25% 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.