PGVRX Mutual Fund

PGVRX Mutual Fund

NAV$7.60
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Returns Overview

1 Month
+2.54%
3 Months
+0.09%
6 Months
+0.60%
YTD
+1.90%
1 Year
+3.25%
3 Years (annualized)
+8.43%
5 Years (annualized)
+0.94%
10 Years (annualized)
+1.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGVRX 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
Bloomberg US MBS Index(BBGUSMBSI)
This Mutual Fund (YTD)
+1.90%
Peer Avg (YTD)
+1.93%
vs Peers
-0.03%

PGVRX Mutual Fund Performance

PGVRX performance across multiple time periods: 1-month 2.54%, YTD 1.90%, 1-year 3.25%, 3-year 8.43%, 5-year 0.94%, 10-year 1.15%.

PGVRX returns trail the peer average of 1.93% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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