PGEOX Mutual Fund

PGEOX Mutual Fund

NAV$29.36
See how much of PGEOX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.17%
3 Months
+0.20%
6 Months
+10.09%
YTD
+7.53%
1 Year
+10.28%
3 Years (annualized)
+16.51%
5 Years (annualized)
+8.33%
10 Years (annualized)
+10.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGEOX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+7.53%
Peer Avg (YTD)
+4.97%
vs Peers
+2.56%

PGEOX Mutual Fund Performance

PGEOX performance across multiple time periods: 1-month -1.17%, YTD 7.53%, 1-year 10.28%, 3-year 16.51%, 5-year 8.33%, 10-year 10.39%.

PGEOX returns outperform the peer average of 4.97% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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