PFGEX Mutual Fund

PFGEX Mutual Fund

NAV$31.55
See how much of PFGEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.34%
3 Months
+4.44%
6 Months
+22.70%
YTD
+10.64%
1 Year
+15.24%
3 Years (annualized)
+23.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFGEX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+10.64%
Peer Avg (YTD)
+8.67%
vs Peers
+1.98%

PFGEX Mutual Fund Performance

PFGEX performance across multiple time periods: 1-month 2.34%, YTD 10.64%, 1-year 15.24%, 3-year 23.23%.

PFGEX returns outperform the peer average of 8.67% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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