PGWTX Mutual Fund

NAV$44.52

Returns Overview

1 Month
-1.23%
3 Months
+15.67%
6 Months
+9.34%
YTD
+8.76%
1 Year
+22.38%
3 Years (annualized)
+22.72%
5 Years (annualized)
+15.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGWTX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+8.76%
Peer Avg (YTD)
+8.97%
vs Peers
-0.22%

PGWTX Mutual Fund Performance

PGWTX performance across multiple time periods: 1-month -1.23%, YTD 8.76%, 1-year 22.38%, 3-year 22.72%, 5-year 15.99%.

PGWTX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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