PNGYX Mutual Fund

PNGYX Mutual Fund

NAV$18.98
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Returns Overview

1 Month
-3.14%
3 Months
+2.03%
6 Months
+8.26%
YTD
+10.07%
1 Year
+16.33%
3 Years (annualized)
+20.52%
5 Years (annualized)
+12.98%
10 Years (annualized)
+10.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PNGYX 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
MSCI EAFE Value Net Dividend Index(^MSEAFEVND)
This Mutual Fund (YTD)
+10.07%
Peer Avg (YTD)
+10.00%
vs Peers
+0.07%

PNGYX Mutual Fund Performance

PNGYX performance across multiple time periods: 1-month -3.14%, YTD 10.07%, 1-year 16.33%, 3-year 20.52%, 5-year 12.98%, 10-year 10.61%.

PNGYX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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