PGTRX Mutual Fund

PGTRX Mutual Fund

NAV$104.81
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Returns Overview

1 Month
+5.89%
3 Months
-1.08%
6 Months
+33.75%
YTD
+34.14%
1 Year
+45.43%
3 Years (annualized)
+32.00%
5 Years (annualized)
+15.78%
10 Years (annualized)
+22.42%

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)
+34.14%
Peer Avg (YTD)
+14.35%
vs Peers
+19.79%

PGTRX Mutual Fund Performance

PGTRX performance across multiple time periods: 1-month 5.89%, YTD 34.14%, 1-year 45.43%, 3-year 32.00%, 5-year 15.78%, 10-year 22.42%.

PGTRX returns outperform the peer average of 14.35% 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.