PGPRX Mutual Fund

PGPRX Mutual Fund

NAV$29.16
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Returns Overview

1 Month
-1.17%
3 Months
+0.12%
6 Months
+9.93%
YTD
+7.32%
1 Year
+9.99%
3 Years (annualized)
+15.22%
5 Years (annualized)
+7.94%
10 Years (annualized)
+10.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGPRX 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
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📉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 3000 Index(^RUA)
This Mutual Fund (YTD)
+7.32%
Peer Avg (YTD)
+4.96%
vs Peers
+2.35%

PGPRX Mutual Fund Performance

PGPRX performance across multiple time periods: 1-month -1.17%, YTD 7.32%, 1-year 9.99%, 3-year 15.22%, 5-year 7.94%, 10-year 10.17%.

PGPRX returns outperform the peer average of 4.96% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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