PGRSX Mutual Fund

PGRSX Mutual Fund

NAV$9.83
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Returns Overview

1 Month
-5.47%
3 Months
-6.10%
6 Months
+1.86%
YTD
+2.93%
1 Year
+1.52%
3 Years (annualized)
+8.76%
5 Years (annualized)
-0.27%
10 Years (annualized)
+3.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGRSX 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 NR USD(^FNDNR)
This Mutual Fund (YTD)
+2.93%
Peer Avg (YTD)
+4.73%
vs Peers
-1.81%

PGRSX Mutual Fund Performance

PGRSX performance across multiple time periods: 1-month -5.47%, YTD 2.93%, 1-year 1.52%, 3-year 8.76%, 5-year -0.27%, 10-year 3.89%.

PGRSX returns trail the peer average of 4.73% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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