PGSYX Mutual Fund

PGSYX Mutual Fund

NAV$27.02
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Returns Overview

1 Month
-2.91%
3 Months
+0.76%
6 Months
+15.41%
YTD
+13.79%
1 Year
+21.72%
3 Years (annualized)
+21.65%
5 Years (annualized)
+7.78%
10 Years (annualized)
+8.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGSYX 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 All Country World Index Net Return(M1WD)
This Mutual Fund (YTD)
+13.79%
Peer Avg (YTD)
+10.00%
vs Peers
+3.79%

PGSYX Mutual Fund Performance

PGSYX performance across multiple time periods: 1-month -2.91%, YTD 13.79%, 1-year 21.72%, 3-year 21.65%, 5-year 7.78%, 10-year 8.59%.

PGSYX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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