PGBHX Mutual Fund

PGBHX Mutual Fund

NAV$43.15
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Returns Overview

1 Month
-2.88%
3 Months
+4.05%
6 Months
+14.24%
YTD
+0.07%
1 Year
-2.23%
3 Years (annualized)
+16.29%
5 Years (annualized)
+6.64%
10 Years (annualized)
+15.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGBHX 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)
+0.07%
Peer Avg (YTD)
+8.68%
vs Peers
-8.61%

PGBHX Mutual Fund Performance

PGBHX performance across multiple time periods: 1-month -2.88%, YTD 0.07%, 1-year -2.23%, 3-year 16.29%, 5-year 6.64%, 10-year 15.06%.

PGBHX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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