PFGGX Mutual Fund

PFGGX Mutual Fund

NAV$14.84
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Returns Overview

1 Month
-1.21%
3 Months
-1.93%
6 Months
+15.53%
YTD
+7.91%
1 Year
+11.30%
3 Years (annualized)
+19.86%
5 Years (annualized)
+11.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFGGX 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
Morningstar Aggressive Target Risk Index(^MSAAMAGR)
This Mutual Fund (YTD)
+7.91%
Peer Avg (YTD)
+8.67%
vs Peers
-0.75%

PFGGX Mutual Fund Performance

PFGGX performance across multiple time periods: 1-month -1.21%, YTD 7.91%, 1-year 11.30%, 3-year 19.86%, 5-year 11.60%.

PFGGX returns trail the peer average of 8.67% YTD. With an expense ratio of 2.33%, investors should weigh costs against performance when evaluating this mutual fund.

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