PGVRX Mutual Fund

PGVRX Mutual Fund

NAV$7.53
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Returns Overview

1 Month
-2.73%
3 Months
-3.54%
6 Months
-1.84%
YTD
-0.63%
1 Year
+1.55%
3 Years (annualized)
+6.30%
5 Years (annualized)
-0.67%
10 Years (annualized)
+0.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGVRX 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 US MBS Index(BBGUSMBSI)
This Mutual Fund (YTD)
-0.63%
Peer Avg (YTD)
+0.50%
vs Peers
-1.13%

PGVRX Mutual Fund Performance

PGVRX performance across multiple time periods: 1-month -2.73%, YTD -0.63%, 1-year 1.55%, 3-year 6.30%, 5-year -0.67%, 10-year 0.43%.

PGVRX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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