PGUAX Mutual Fund

PGUAX Mutual Fund

NAV$16.75
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Returns Overview

1 Month
+0.42%
3 Months
-0.97%
6 Months
+7.24%
YTD
+11.41%
1 Year
+16.95%
3 Years (annualized)
+12.21%
5 Years (annualized)
+7.16%
10 Years (annualized)
+7.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGUAX 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 All Country World Index (net div)
This Mutual Fund (YTD)
+11.41%
Peer Avg (YTD)
+8.19%
vs Peers
+3.22%

PGUAX Mutual Fund Performance

PGUAX performance across multiple time periods: 1-month 0.42%, YTD 11.41%, 1-year 16.95%, 3-year 12.21%, 5-year 7.16%, 10-year 7.79%.

PGUAX returns outperform the peer average of 8.19% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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