PGVCX Mutual Fund

NAV$7.84

Returns Overview

1 Month
+0.50%
3 Months
+1.67%
6 Months
+3.06%
YTD
+2.80%
1 Year
+7.22%
3 Years (annualized)
+6.16%
5 Years (annualized)
-0.96%
10 Years (annualized)
+0.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGVCX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg US MBS Index(BBGUSMBSI)
This Mutual Fund (YTD)
+2.80%
Peer Avg (YTD)
+3.23%
vs Peers
-0.43%

PGVCX Mutual Fund Performance

PGVCX performance across multiple time periods: 1-month 0.50%, YTD 2.80%, 1-year 7.22%, 3-year 6.16%, 5-year -0.96%, 10-year 0.20%.

PGVCX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.67%, investors should weigh costs against performance when evaluating this mutual fund.

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