PGBGX Mutual Fund

PGBGX Mutual Fund

NAV$41.97
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Returns Overview

1 Month
-2.88%
3 Months
+4.01%
6 Months
+14.08%
YTD
-0.12%
1 Year
-2.49%
3 Years (annualized)
+14.49%
5 Years (annualized)
+5.54%
10 Years (annualized)
+14.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGBGX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
-0.12%
Peer Avg (YTD)
+8.68%
vs Peers
-8.80%

PGBGX Mutual Fund Performance

PGBGX performance across multiple time periods: 1-month -2.88%, YTD -0.12%, 1-year -2.49%, 3-year 14.49%, 5-year 5.54%, 10-year 14.95%.

PGBGX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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