PFGAX Mutual Fund

PFGAX Mutual Fund

NAV$12.56
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Returns Overview

1 Month
-5.72%
3 Months
-8.78%
6 Months
-8.05%
YTD
-8.23%
1 Year
-8.51%
3 Years (annualized)
+0.27%
5 Years (annualized)
-6.81%
10 Years (annualized)
-2.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFGAX 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
Bloomberg Barclays Long Term Treasury Index(^BBLTT)
This Mutual Fund (YTD)
-8.23%
Peer Avg (YTD)
+0.50%
vs Peers
-8.72%

PFGAX Mutual Fund Performance

PFGAX performance across multiple time periods: 1-month -5.72%, YTD -8.23%, 1-year -8.51%, 3-year 0.27%, 5-year -6.81%, 10-year -2.05%.

PFGAX returns trail the peer average of 0.50% YTD. With an expense ratio of 4.08%, investors should weigh costs against performance when evaluating this mutual fund.

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