PNGYX Mutual Fund

PNGYX Mutual Fund

NAV$19.88
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Returns Overview

1 Month
+4.80%
3 Months
+5.47%
6 Months
+8.20%
YTD
+14.24%
1 Year
+26.29%
3 Years (annualized)
+18.95%
5 Years (annualized)
+13.27%
10 Years (annualized)
+10.65%

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)
+14.24%
Peer Avg (YTD)
+11.41%
vs Peers
+2.83%

PNGYX Mutual Fund Performance

PNGYX performance across multiple time periods: 1-month 4.80%, YTD 14.24%, 1-year 26.29%, 3-year 18.95%, 5-year 13.27%, 10-year 10.65%.

PNGYX returns outperform the peer average of 11.41% 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.