PFGAX Mutual Fund

PFGAX Mutual Fund

NAV$12.72
See how much of PFGAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+5.60%
3 Months
+0.54%
6 Months
-2.32%
YTD
-3.09%
1 Year
-4.70%
3 Years (annualized)
+4.43%
5 Years (annualized)
-6.62%
10 Years (annualized)
-1.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFGAX 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 Barclays Long Term Treasury Index(^BBLTT)
This Mutual Fund (YTD)
-3.09%
Peer Avg (YTD)
+0.72%
vs Peers
-3.81%

PFGAX Mutual Fund Performance

PFGAX performance across multiple time periods: 1-month 5.60%, YTD -3.09%, 1-year -4.70%, 3-year 4.43%, 5-year -6.62%, 10-year -1.48%.

PFGAX returns trail the peer average of 0.72% YTD. With an expense ratio of 4.08%, investors should weigh costs against performance when evaluating this mutual fund.

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