PGTSX Mutual Fund

PGTSX Mutual Fund

NAV$5.11
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Returns Overview

1 Month
-3.10%
3 Months
-3.03%
6 Months
-1.75%
YTD
-2.87%
1 Year
-2.70%
3 Years (annualized)
+8.69%
5 Years (annualized)
+7.54%
10 Years (annualized)
+1.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGTSX 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
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📉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)
-2.87%
Peer Avg (YTD)
-1.59%
vs Peers
-1.29%

PGTSX Mutual Fund Performance

PGTSX performance across multiple time periods: 1-month -3.10%, YTD -2.87%, 1-year -2.70%, 3-year 8.69%, 5-year 7.54%, 10-year 1.10%.

PGTSX returns trail the peer average of -1.59% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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