PGWAX Mutual Fund

NAV$103.43

Returns Overview

1 Month
-4.49%
3 Months
+14.16%
6 Months
+2.37%
YTD
+2.64%
1 Year
+17.69%
3 Years (annualized)
+26.61%
5 Years (annualized)
+19.70%
10 Years (annualized)
+25.25%

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
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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+2.64%
Peer Avg (YTD)
+8.97%
vs Peers
-6.33%

PGWAX Mutual Fund Performance

PGWAX performance across multiple time periods: 1-month -4.49%, YTD 2.64%, 1-year 17.69%, 3-year 26.61%, 5-year 19.70%, 10-year 25.25%.

PGWAX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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