PGVFX Mutual Fund

PGVFX Mutual Fund

NAV$44.17
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Returns Overview

1 Month
+1.22%
3 Months
+4.04%
6 Months
+8.93%
YTD
+24.30%
1 Year
+35.20%
3 Years (annualized)
+21.94%
5 Years (annualized)
+10.92%
10 Years (annualized)
+11.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGVFX 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
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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 World Index(MDWO)
This Mutual Fund (YTD)
+24.30%
Peer Avg (YTD)
+12.44%
vs Peers
+11.86%

PGVFX Mutual Fund Performance

PGVFX performance across multiple time periods: 1-month 1.22%, YTD 24.30%, 1-year 35.20%, 3-year 21.94%, 5-year 10.92%, 10-year 11.02%.

PGVFX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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