PGTYX Mutual Fund

PGTYX Mutual Fund

NAV$114.04
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Returns Overview

1 Month
+4.69%
3 Months
+3.62%
6 Months
+46.45%
YTD
+39.32%
1 Year
+41.32%
3 Years (annualized)
+35.22%
5 Years (annualized)
+17.70%
10 Years (annualized)
+24.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGTYX 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
MSCI World Information Technology Index(^MSGUIT)
This Mutual Fund (YTD)
+39.32%
Peer Avg (YTD)
+16.41%
vs Peers
+22.91%

PGTYX Mutual Fund Performance

PGTYX performance across multiple time periods: 1-month 4.69%, YTD 39.32%, 1-year 41.32%, 3-year 35.22%, 5-year 17.70%, 10-year 24.87%.

PGTYX returns outperform the peer average of 16.41% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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