PGTQX Mutual Fund

PGTQX Mutual Fund

NAV$5.10
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Returns Overview

1 Month
-3.08%
3 Months
-3.15%
6 Months
-1.79%
YTD
-2.85%
1 Year
-2.42%
3 Years (annualized)
+9.01%
5 Years (annualized)
+7.79%
10 Years (annualized)
+5.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGTQX 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 Barclays Global Aggregate Bond Index(LEGATRUU)
This Mutual Fund (YTD)
-2.85%
Peer Avg (YTD)
-1.59%
vs Peers
-1.26%

PGTQX Mutual Fund Performance

PGTQX performance across multiple time periods: 1-month -3.08%, YTD -2.85%, 1-year -2.42%, 3-year 9.01%, 5-year 7.79%, 10-year 5.97%.

PGTQX returns trail the peer average of -1.59% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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