PGWAX Mutual Fund

PGWAX Mutual Fund

NAV$104.75
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Returns Overview

1 Month
+1.57%
3 Months
-5.05%
6 Months
+6.79%
YTD
+2.04%
1 Year
+7.49%
3 Years (annualized)
+21.90%
5 Years (annualized)
+11.16%
10 Years (annualized)
+17.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGWAX 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
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📉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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+2.04%
Peer Avg (YTD)
+8.51%
vs Peers
-6.47%

PGWAX Mutual Fund Performance

PGWAX performance across multiple time periods: 1-month 1.57%, YTD 2.04%, 1-year 7.49%, 3-year 21.90%, 5-year 11.16%, 10-year 17.32%.

PGWAX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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