PGVCX Mutual Fund

PGVCX Mutual Fund

NAV$7.55
See how much of PGVCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.76%
3 Months
-3.65%
6 Months
-2.04%
YTD
-0.96%
1 Year
+1.07%
3 Years (annualized)
+6.09%
5 Years (annualized)
+0.41%
10 Years (annualized)
+0.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGVCX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US MBS Index(BBGUSMBSI)
This Mutual Fund (YTD)
-0.96%
Peer Avg (YTD)
+0.50%
vs Peers
-1.46%

PGVCX Mutual Fund Performance

PGVCX performance across multiple time periods: 1-month -2.76%, YTD -0.96%, 1-year 1.07%, 3-year 6.09%, 5-year 0.41%, 10-year 0.76%.

PGVCX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.67%, investors should weigh costs against performance when evaluating this mutual fund.

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