PRGEX Mutual Fund

NAV$19.14

Returns Overview

1 Month
-0.99%
3 Months
+5.42%
6 Months
-1.18%
YTD
+5.30%
1 Year
+4.24%
3 Years (annualized)
+7.44%
5 Years (annualized)
+17.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PRGEX 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
MSCI All Country World Net Return Index(MSCIACWINR)
This Mutual Fund (YTD)
+5.30%
Peer Avg (YTD)
+1.40%
vs Peers
+3.91%

PRGEX Mutual Fund Performance

PRGEX performance across multiple time periods: 1-month -0.99%, YTD 5.30%, 1-year 4.24%, 3-year 7.44%, 5-year 17.29%.

PRGEX returns outperform the peer average of 1.40% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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