PFGRX Mutual Fund

PFGRX Mutual Fund

NAV$34.02
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Returns Overview

1 Month
+0.82%
3 Months
+3.98%
6 Months
+19.22%
YTD
+7.76%
1 Year
+9.61%
3 Years (annualized)
+17.15%
5 Years (annualized)
+5.17%
10 Years (annualized)
+12.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFGRX 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)
+7.76%
Peer Avg (YTD)
+8.67%
vs Peers
-0.91%

PFGRX Mutual Fund Performance

PFGRX performance across multiple time periods: 1-month 0.82%, YTD 7.76%, 1-year 9.61%, 3-year 17.15%, 5-year 5.17%, 10-year 12.22%.

PFGRX returns trail the peer average of 8.67% YTD. With an expense ratio of 1.38%, investors should weigh costs against performance when evaluating this mutual fund.

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