PGBAX Mutual Fund

PGBAX Mutual Fund

NAV$11.12
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Returns Overview

1 Month
-2.37%
3 Months
-2.73%
6 Months
-1.10%
YTD
-2.68%
1 Year
-2.90%
3 Years (annualized)
+5.06%
5 Years (annualized)
+1.31%
10 Years (annualized)
+3.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGBAX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-2.68%
Peer Avg (YTD)
+4.96%
vs Peers
-7.65%

PGBAX Mutual Fund Performance

PGBAX performance across multiple time periods: 1-month -2.37%, YTD -2.68%, 1-year -2.90%, 3-year 5.06%, 5-year 1.31%, 10-year 3.20%.

PGBAX returns trail the peer average of 4.96% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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