PGTSX Mutual Fund

PGTSX Mutual Fund

NAV$5.30
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Returns Overview

1 Month
-0.63%
3 Months
-0.95%
6 Months
-1.51%
YTD
-0.47%
1 Year
+1.91%
3 Years (annualized)
+4.77%
5 Years (annualized)
-1.93%
10 Years (annualized)
+1.10%

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
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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
Bloomberg Barclays Global Aggregate Bond Index(LEGATRUU)
This Mutual Fund (YTD)
-0.47%
Peer Avg (YTD)
+0.25%
vs Peers
-0.72%

PGTSX Mutual Fund Performance

PGTSX performance across multiple time periods: 1-month -0.63%, YTD -0.47%, 1-year 1.91%, 3-year 4.77%, 5-year -1.93%, 10-year 1.10%.

PGTSX returns trail the peer average of 0.25% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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