PGVAX Mutual Fund

PGVAX Mutual Fund

NAV$7.84
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Returns Overview

1 Month
-1.22%
3 Months
-0.89%
6 Months
-1.15%
YTD
-0.74%
1 Year
+2.19%
3 Years (annualized)
+3.25%
5 Years (annualized)
-1.25%
10 Years (annualized)
+0.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGVAX 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 US Government Bond Index(^BBUGB)
This Mutual Fund (YTD)
-0.74%
Peer Avg (YTD)
+0.12%
vs Peers
-0.86%

PGVAX Mutual Fund Performance

PGVAX performance across multiple time periods: 1-month -1.22%, YTD -0.74%, 1-year 2.19%, 3-year 3.25%, 5-year -1.25%, 10-year 0.19%.

PGVAX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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