PGRQX Mutual Fund

PGRQX Mutual Fund

NAV$21.20
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Returns Overview

1 Month
-5.85%
3 Months
-6.22%
6 Months
+1.68%
YTD
+4.64%
1 Year
+3.89%
3 Years (annualized)
+10.63%
5 Years (annualized)
+1.60%
10 Years (annualized)
+5.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGRQX 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
FTSE EPRA NAREIT Developed Real Estate Index(^ENGLRE)
This Mutual Fund (YTD)
+4.64%
Peer Avg (YTD)
+4.73%
vs Peers
-0.09%

PGRQX Mutual Fund Performance

PGRQX performance across multiple time periods: 1-month -5.85%, YTD 4.64%, 1-year 3.89%, 3-year 10.63%, 5-year 1.60%, 10-year 5.04%.

PGRQX returns trail the peer average of 4.73% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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