PGWTX Mutual Fund

PGWTX Mutual Fund

NAV$43.95
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Returns Overview

1 Month
+1.10%
3 Months
+5.01%
6 Months
+9.26%
YTD
+9.95%
1 Year
+21.47%
3 Years (annualized)
+21.82%
5 Years (annualized)
+14.29%
10 Years (annualized)
+14.43%

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
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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 3000 Index(^RUA)
This Mutual Fund (YTD)
+9.95%
Peer Avg (YTD)
+6.23%
vs Peers
+3.72%

PGWTX Mutual Fund Performance

PGWTX performance across multiple time periods: 1-month 1.10%, YTD 9.95%, 1-year 21.47%, 3-year 21.82%, 5-year 14.29%, 10-year 14.43%.

PGWTX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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