PGLRX Mutual Fund

PGLRX Mutual Fund

NAV$20.69
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Returns Overview

1 Month
-2.45%
3 Months
-1.29%
6 Months
+14.71%
YTD
+11.67%
1 Year
+19.52%
3 Years (annualized)
+20.29%
5 Years (annualized)
+9.30%
10 Years (annualized)
+10.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGLRX 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
MSCI ACWI ex USA Index ND(^MACWIUSAIUSAIND)
This Mutual Fund (YTD)
+11.67%
Peer Avg (YTD)
+9.98%
vs Peers
+1.69%

PGLRX Mutual Fund Performance

PGLRX performance across multiple time periods: 1-month -2.45%, YTD 11.67%, 1-year 19.52%, 3-year 20.29%, 5-year 9.30%, 10-year 10.29%.

PGLRX returns outperform the peer average of 9.98% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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