PNGYX Mutual Fund

PNGYX Mutual Fund

NAV$19.39
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Returns Overview

1 Month
-0.21%
3 Months
-2.85%
6 Months
+2.47%
YTD
+9.84%
1 Year
+16.59%
3 Years (annualized)
+21.43%
5 Years (annualized)
+11.87%
10 Years (annualized)
+9.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PNGYX 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
MSCI EAFE Value Net Dividend Index(^MSEAFEVND)
This Mutual Fund (YTD)
+9.84%
Peer Avg (YTD)
+12.44%
vs Peers
-2.60%

PNGYX Mutual Fund Performance

PNGYX performance across multiple time periods: 1-month -0.21%, YTD 9.84%, 1-year 16.59%, 3-year 21.43%, 5-year 11.87%, 10-year 9.64%.

PNGYX returns trail the peer average of 12.44% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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