PGTSX Mutual Fund

NAV$5.28

Returns Overview

1 Month
-0.64%
3 Months
+1.32%
6 Months
-0.02%
YTD
+0.16%
1 Year
+0.98%
3 Years (annualized)
+9.88%
5 Years (annualized)
+7.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGTSX 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
Bloomberg Barclays Global Aggregate Bond Index(LEGATRUU)
This Mutual Fund (YTD)
+0.16%
Peer Avg (YTD)
+0.99%
vs Peers
-0.83%

PGTSX Mutual Fund Performance

PGTSX performance across multiple time periods: 1-month -0.64%, YTD 0.16%, 1-year 0.98%, 3-year 9.88%, 5-year 7.81%.

PGTSX returns trail the peer average of 0.99% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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