PGVFX Mutual Fund

PGVFX Mutual Fund

NAV$46.64
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Returns Overview

1 Month
+2.23%
3 Months
+7.84%
6 Months
+14.74%
YTD
+22.80%
1 Year
+40.05%
3 Years (annualized)
+19.74%
5 Years (annualized)
+11.06%
10 Years (annualized)
+11.14%

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)
+22.80%
Peer Avg (YTD)
+11.41%
vs Peers
+11.39%

PGVFX Mutual Fund Performance

PGVFX performance across multiple time periods: 1-month 2.23%, YTD 22.80%, 1-year 40.05%, 3-year 19.74%, 5-year 11.06%, 10-year 11.14%.

PGVFX returns outperform the peer average of 11.41% 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.