PGDIX Mutual Fund

PGDIX Mutual Fund

NAV$11.04
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Returns Overview

1 Month
-2.36%
3 Months
-2.67%
6 Months
-0.84%
YTD
-2.36%
1 Year
-2.50%
3 Years (annualized)
+5.42%
5 Years (annualized)
+1.64%
10 Years (annualized)
+3.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGDIX 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)
-2.36%
Peer Avg (YTD)
+4.96%
vs Peers
-7.32%

PGDIX Mutual Fund Performance

PGDIX performance across multiple time periods: 1-month -2.36%, YTD -2.36%, 1-year -2.50%, 3-year 5.42%, 5-year 1.64%, 10-year 3.53%.

PGDIX returns trail the peer average of 4.96% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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