PGTRX Mutual Fund

NAV$95.33

Returns Overview

1 Month
+0.02%
3 Months
+41.15%
6 Months
+35.64%
YTD
+34.12%
1 Year
+53.35%
3 Years (annualized)
+35.11%
5 Years (annualized)
+18.11%
10 Years (annualized)
+25.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGTRX 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 World Information Technology Index(^MSGUIT)
This Mutual Fund (YTD)
+34.12%
Peer Avg (YTD)
+16.06%
vs Peers
+18.06%

PGTRX Mutual Fund Performance

PGTRX performance across multiple time periods: 1-month 0.02%, YTD 34.12%, 1-year 53.35%, 3-year 35.11%, 5-year 18.11%, 10-year 25.78%.

PGTRX returns outperform the peer average of 16.06% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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