PFGKX Mutual Fund

PFGKX Mutual Fund

NAV$37.49
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Returns Overview

1 Month
+0.86%
3 Months
+4.16%
6 Months
+19.63%
YTD
+8.45%
1 Year
+10.50%
3 Years (annualized)
+12.55%
5 Years (annualized)
+3.14%
10 Years (annualized)
+8.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFGKX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.45%
Peer Avg (YTD)
+8.67%
vs Peers
-0.21%

PFGKX Mutual Fund Performance

PFGKX performance across multiple time periods: 1-month 0.86%, YTD 8.45%, 1-year 10.50%, 3-year 12.55%, 5-year 3.14%, 10-year 8.19%.

PFGKX returns trail the peer average of 8.67% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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