PGWAX Mutual Fund

PGWAX Mutual Fund

NAV$101.53
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Returns Overview

1 Month
-2.12%
3 Months
-0.49%
6 Months
+1.80%
YTD
+0.47%
1 Year
+6.80%
3 Years (annualized)
+21.12%
5 Years (annualized)
+11.71%
10 Years (annualized)
+17.07%

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
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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)
+0.47%
Peer Avg (YTD)
+6.23%
vs Peers
-5.77%

PGWAX Mutual Fund Performance

PGWAX performance across multiple time periods: 1-month -2.12%, YTD 0.47%, 1-year 6.80%, 3-year 21.12%, 5-year 11.71%, 10-year 17.07%.

PGWAX returns trail the peer average of 6.23% 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.