PGUAX Mutual Fund

PGUAX Mutual Fund

NAV$15.87
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Returns Overview

1 Month
-6.44%
3 Months
-7.45%
6 Months
-5.80%
YTD
+2.68%
1 Year
+10.56%
3 Years (annualized)
+13.98%
5 Years (annualized)
+6.41%
10 Years (annualized)
+7.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGUAX 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 div)
This Mutual Fund (YTD)
+2.68%
Peer Avg (YTD)
+0.92%
vs Peers
+1.76%

PGUAX Mutual Fund Performance

PGUAX performance across multiple time periods: 1-month -6.44%, YTD 2.68%, 1-year 10.56%, 3-year 13.98%, 5-year 6.41%, 10-year 7.36%.

PGUAX returns outperform the peer average of 0.92% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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