PGSIX Mutual Fund

PGSIX Mutual Fund

NAV$7.68
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Returns Overview

1 Month
-2.78%
3 Months
-3.54%
6 Months
-1.69%
YTD
-0.44%
1 Year
+1.88%
3 Years (annualized)
+6.90%
5 Years (annualized)
+1.17%
10 Years (annualized)
+1.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGSIX 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
Bloomberg US MBS Index(BBGUSMBSI)
This Mutual Fund (YTD)
-0.44%
Peer Avg (YTD)
+0.50%
vs Peers
-0.94%

PGSIX Mutual Fund Performance

PGSIX performance across multiple time periods: 1-month -2.78%, YTD -0.44%, 1-year 1.88%, 3-year 6.90%, 5-year 1.17%, 10-year 1.45%.

PGSIX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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