PGVFX Mutual Fund

NAV$45.78

Returns Overview

1 Month
+0.54%
3 Months
+13.60%
6 Months
+20.12%
YTD
+19.13%
1 Year
+34.80%
3 Years (annualized)
+20.79%
5 Years (annualized)
+10.45%
10 Years (annualized)
+11.45%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+19.13%
Peer Avg (YTD)
+9.49%
vs Peers
+9.64%

PGVFX Mutual Fund Performance

PGVFX performance across multiple time periods: 1-month 0.54%, YTD 19.13%, 1-year 34.80%, 3-year 20.79%, 5-year 10.45%, 10-year 11.45%.

PGVFX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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