PGTRX Mutual Fund

PGTRX Mutual Fund

NAV$95.72
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Returns Overview

1 Month
-6.60%
3 Months
+10.53%
6 Months
+25.24%
YTD
+26.68%
1 Year
+37.66%
3 Years (annualized)
+28.54%
5 Years (annualized)
+15.31%
10 Years (annualized)
+23.96%

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
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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 World Information Technology Index(^MSGUIT)
This Mutual Fund (YTD)
+26.68%
Peer Avg (YTD)
+11.56%
vs Peers
+15.12%

PGTRX Mutual Fund Performance

PGTRX performance across multiple time periods: 1-month -6.60%, YTD 26.68%, 1-year 37.66%, 3-year 28.54%, 5-year 15.31%, 10-year 23.96%.

PGTRX returns outperform the peer average of 11.56% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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