PGWIX Mutual Fund

NAV$9.70

Returns Overview

1 Month
+0.39%
3 Months
+11.46%
6 Months
+13.63%
YTD
+9.18%
1 Year
+26.63%
3 Years (annualized)
+12.09%
5 Years (annualized)
+8.71%
10 Years (annualized)
+11.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGWIX 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 Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+9.18%
Peer Avg (YTD)
+6.89%
vs Peers
+2.29%

PGWIX Mutual Fund Performance

PGWIX performance across multiple time periods: 1-month 0.39%, YTD 9.18%, 1-year 26.63%, 3-year 12.09%, 5-year 8.71%, 10-year 11.15%.

PGWIX returns outperform the peer average of 6.89% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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